CWM

Calamos Wealth Management Portfolio holdings

AUM $2.76B
1-Year Est. Return 25.23%
This Quarter Est. Return
1 Year Est. Return
+25.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.77B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$20.5M
3
+$10.6M
4
SBUX icon
Starbucks
SBUX
+$10.5M
5
SHW icon
Sherwin-Williams
SHW
+$9.63M

Top Sells

1
+$11.6M
2
+$10.9M
3
+$10.1M
4
DHR icon
Danaher
DHR
+$9.32M
5
AMD icon
Advanced Micro Devices
AMD
+$7.82M

Sector Composition

1 Technology 23.46%
2 Healthcare 8.33%
3 Consumer Discretionary 7.75%
4 Financials 7.5%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14M 0.79%
230,510
+820
27
$13.9M 0.78%
373,962
+3,364
28
$13.4M 0.75%
187,188
+5,812
29
$13.2M 0.74%
17,299
+150
30
$13.1M 0.74%
104,371
-679
31
$13.1M 0.73%
20,107
+307
32
$12.8M 0.72%
136,404
-251
33
$12.8M 0.72%
46,961
+470
34
$12.6M 0.71%
216,950
-32,771
35
$12.3M 0.69%
134,976
+115,074
36
$12.3M 0.69%
57,609
+513
37
$11.8M 0.66%
51,816
-10,090
38
$11.6M 0.65%
20,000
+18,309
39
$10.9M 0.61%
54,949
+11,438
40
$10.7M 0.6%
113,835
+18,903
41
$10.7M 0.6%
105,222
+1,007
42
$10.6M 0.59%
54,818
-1,295
43
$10.5M 0.59%
64,480
+454
44
$10.5M 0.59%
153,396
+1,134
45
$10.2M 0.57%
29,403
+27,720
46
$10.1M 0.57%
144,074
+6
47
$9.94M 0.56%
23,367
+225
48
$9.87M 0.55%
123,591
49
$9.86M 0.55%
38,054
-10,953
50
$9.72M 0.55%
57,441
+1,717
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