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
+$6.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$12.1M
3
+$12M
4
AAPL icon
Apple
AAPL
+$11.4M
5
META icon
Meta Platforms (Facebook)
META
+$10.8M

Top Sells

1
+$11.1M
2
+$9.28M
3
+$6.44M
4
DDOG icon
Datadog
DDOG
+$6.33M
5
BSX icon
Boston Scientific
BSX
+$5.7M

Sector Composition

1 Technology 22.75%
2 Consumer Discretionary 8.09%
3 Financials 7.91%
4 Healthcare 6.68%
5 Communication Services 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.2M 0.81%
34,806
-232
27
$15.8M 0.79%
59,392
+8,283
28
$14.6M 0.73%
71,333
+10,408
29
$14.5M 0.72%
53,852
+566
30
$14.2M 0.71%
198,112
+3,941
31
$14.1M 0.7%
85,678
+1,648
32
$13.9M 0.69%
170,319
+14,228
33
$13.9M 0.69%
87,067
+647
34
$13.9M 0.69%
59,871
+620
35
$13.7M 0.68%
138,271
+6,947
36
$13.6M 0.68%
28,980
+492
37
$13.6M 0.68%
111,661
+29,006
38
$13.2M 0.66%
262,690
+243,220
39
$12.9M 0.65%
25,468
+1,318
40
$12.9M 0.64%
52,736
+631
41
$12.8M 0.64%
91,890
-6,057
42
$12.5M 0.62%
33,552
+32,592
43
$12.2M 0.61%
40,382
+511
44
$12M 0.6%
107,187
+1,751
45
$11.8M 0.59%
107,596
+263
46
$11.8M 0.59%
64,432
-12,477
47
$11.5M 0.57%
157,595
-57,301
48
$11.2M 0.56%
55,714
+576
49
$11.1M 0.56%
93,322
+29,002
50
$11.1M 0.56%
71,286
+15,328
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