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
$1.59B
AUM Growth
+$270M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$72.9M
2
+$38.2M
3
+$12.3M
4
MS icon
Morgan Stanley
MS
+$11.8M
5
SO icon
Southern Company
SO
+$10.6M

Top Sells

1
+$12.1M
2
+$11.2M
3
+$8.88M
4
PLD icon
Prologis
PLD
+$7.38M
5
ZBH icon
Zimmer Biomet
ZBH
+$7.15M

Sector Composition

1 Technology 23.29%
2 Healthcare 8.35%
3 Consumer Discretionary 7.23%
4 Financials 7.11%
5 Communication Services 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.5M 0.85%
91,701
-475
27
$12.8M 0.81%
370,598
-3,458
28
$12.8M 0.81%
246,460
+202,187
29
$12.7M 0.8%
136,655
+126,255
30
$12.7M 0.8%
181,376
+151,492
31
$12.5M 0.79%
203,448
-2,687
32
$12.4M 0.78%
59,328
+7,572
33
$12.4M 0.78%
19,800
-256
34
$12.3M 0.77%
249,721
+55,352
35
$12.1M 0.76%
17,149
-128
36
$11.6M 0.73%
61,906
-486
37
$11.2M 0.71%
46,491
+11,278
38
$11.2M 0.7%
22,969
+6,147
39
$11.1M 0.7%
49,007
+274
40
$11.1M 0.7%
105,050
+94
41
$11M 0.69%
55,724
-421
42
$10.4M 0.66%
55,090
-419
43
$10.4M 0.66%
144,068
-818
44
$10.3M 0.65%
94,932
+25,341
45
$10.3M 0.65%
64,026
-611
46
$10.2M 0.64%
57,096
-568
47
$10.2M 0.64%
23,142
+22,356
48
$9.78M 0.62%
104,215
-1,271
49
$9.45M 0.59%
40,829
+39,281
50
$9.41M 0.59%
75,818
-1,781
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