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
$2B
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$10.4M
3
+$9.58M
4
MCO icon
Moody's
MCO
+$9.58M
5
DKNG icon
DraftKings
DKNG
+$9.28M

Top Sells

1
+$16.2M
2
+$11.9M
3
+$11.6M
4
XOM icon
Exxon Mobil
XOM
+$11.5M
5
CZR icon
Caesars Entertainment
CZR
+$10.8M

Sector Composition

1 Technology 26.02%
2 Consumer Discretionary 8.38%
3 Financials 7.67%
4 Communication Services 6.32%
5 Healthcare 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.7M 0.73%
35,038
+107
27
$14.7M 0.73%
43,098
+3,867
28
$14.6M 0.73%
100,947
+58,424
29
$14M 0.7%
60,925
+57,436
30
$13.9M 0.69%
155,432
+872
31
$13.7M 0.68%
84,030
+14,568
32
$13.6M 0.68%
194,171
+25,365
33
$13.3M 0.67%
107,333
+18,281
34
$13M 0.65%
214,896
+33,953
35
$12.9M 0.65%
76,909
-18,846
36
$12.7M 0.64%
131,324
+72
37
$12.6M 0.63%
11,871
+85
38
$12.2M 0.61%
96,734
+14,933
39
$12.1M 0.6%
28,488
+5,963
40
$12M 0.6%
24,150
+53
41
$12M 0.6%
59,251
+54
42
$11.8M 0.59%
156,091
+6,397
43
$11.7M 0.59%
55,138
+11,212
44
$11.5M 0.57%
86,420
+776
45
$11.3M 0.56%
51,109
-14,488
46
$11.2M 0.56%
72,612
+1,436
47
$11.1M 0.56%
105,436
+92
48
$11.1M 0.55%
52,105
+12,824
49
$11M 0.55%
39,871
+115
50
$11M 0.55%
152,196
+143,155
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