CWM

Calamos Wealth Management Portfolio holdings

AUM $2.35B
1-Year Est. Return 20.32%
This Quarter Est. Return
1 Year Est. Return
+20.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$15.1M
3
+$11.2M
4
MSFT icon
Microsoft
MSFT
+$7.28M
5
AAPL icon
Apple
AAPL
+$3.95M

Top Sells

1
+$4.8M
2
+$4.44M
3
+$3.34M
4
XYZ
Block Inc
XYZ
+$2.23M
5
SLB icon
SLB Limited
SLB
+$1.76M

Sector Composition

1 Technology 20.92%
2 Healthcare 9.89%
3 Consumer Discretionary 7.9%
4 Financials 7.59%
5 Industrials 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.04M 0.78%
67,337
+1,665
27
$8.92M 0.77%
66,144
+1,048
28
$8.81M 0.76%
58,991
+1,954
29
$8.74M 0.75%
32,414
+639
30
$8.71M 0.75%
106,399
+1,906
31
$8.62M 0.74%
91,383
+2,805
32
$8.6M 0.74%
37,439
+1,326
33
$8.48M 0.73%
119,912
+3,188
34
$8.45M 0.72%
210,005
+6,588
35
$8.37M 0.72%
314,108
+7,000
36
$8.19M 0.7%
674,700
+12,670
37
$8.06M 0.69%
59,399
+511
38
$8M 0.69%
145,819
+4,860
39
$7.93M 0.68%
61,728
+8,110
40
$7.68M 0.66%
70,441
+2,233
41
$7.52M 0.65%
45,049
+719
42
$7.52M 0.64%
57,700
43
$7.06M 0.61%
49,065
+348
44
$6.96M 0.6%
112,026
+26,919
45
$6.52M 0.56%
77,369
+10,968
46
$6.47M 0.56%
244,338
+8,040
47
$6.45M 0.55%
48,363
+1,626
48
$6.3M 0.54%
19,102
+1,806
49
$6.26M 0.54%
141,080
+21,660
50
$6.18M 0.53%
74,311
+3,437
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