CWM

Calamos Wealth Management Portfolio holdings

AUM $2.89B
1-Year Est. Return 24.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.87B
AUM Growth
+$95.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.69M
3
+$9.36M
4
ADBE icon
Adobe
ADBE
+$9.18M
5
EMR icon
Emerson Electric
EMR
+$9.14M

Top Sells

1
+$11.5M
2
+$9.81M
3
+$9.55M
4
MDLZ icon
Mondelez International
MDLZ
+$9.47M
5
AMD icon
Advanced Micro Devices
AMD
+$8.73M

Sector Composition

1 Technology 25.59%
2 Healthcare 7.81%
3 Consumer Discretionary 7.36%
4 Financials 6.79%
5 Communication Services 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.7M 0.79%
189,248
+2,060
27
$13.9M 0.75%
88,535
+2,040
28
$13.1M 0.7%
221,197
+4,247
29
$13.1M 0.7%
92,964
-11,407
30
$13M 0.69%
130,000
31
$12.8M 0.69%
56,266
+1,317
32
$12.7M 0.68%
379,382
+5,420
33
$12.6M 0.67%
58,914
+1,305
34
$12.3M 0.66%
48,000
+1,039
35
$12.3M 0.66%
53,118
+1,302
36
$11.9M 0.64%
68,920
+11,479
37
$11.8M 0.63%
106,878
+1,656
38
$11.8M 0.63%
104,672
+102,512
39
$11.5M 0.62%
65,408
+928
40
$11.2M 0.6%
20,334
+334
41
$11.2M 0.6%
37,366
+7,963
42
$11.1M 0.6%
20,041
+18,964
43
$10.7M 0.57%
23,999
+632
44
$10.2M 0.55%
+257,838
45
$10.1M 0.54%
55,248
+430
46
$10.1M 0.54%
130,558
-22,838
47
$9.91M 0.53%
38,861
+807
48
$9.83M 0.53%
125,472
+1,881
49
$9.82M 0.53%
222,743
+14,898
50
$9.33M 0.5%
+133,545
1
2
3 4 5