We are live on ! Find out more
CWM

Calamos Wealth Management Portfolio holdings

AUM $2.9B
1-Year Est. Return 25.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.76B
AUM Growth
+$409M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$47.3M
2
+$31.8M
3
+$20.3M
4
CVX icon
Chevron
CVX
+$19.2M
5
TXN icon
Texas Instruments
TXN
+$17.5M

Top Sells

1
+$27.9M
2
+$19.2M
3
+$15M
4
EMR icon
Emerson Electric
EMR
+$14.3M
5
ZTS icon
Zoetis
ZTS
+$12.8M

Sector Composition

1 Technology 27.1%
2 Communication Services 8.36%
3 Financials 8.32%
4 Consumer Discretionary 7.66%
5 Healthcare 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.4M 0.74%
61,400
+5,951
27
$20.1M 0.73%
129,567
+124,185
28
$19.7M 0.71%
201,197
+40,123
29
$19M 0.69%
67,380
-30,135
30
$18.8M 0.68%
77,242
+7,272
31
$18.4M 0.67%
67,603
+2,425
32
$18.3M 0.66%
218,908
+14,586
33
$17.8M 0.64%
190,244
+13,993
34
$17.6M 0.64%
39,566
+10,653
35
$17M 0.61%
85,624
+24,888
36
$16.9M 0.61%
116,668
+3,263
37
$16.8M 0.61%
34,566
+8,416
38
$16.7M 0.61%
91,122
+89,634
39
$15.9M 0.58%
138,742
+29,983
40
$15.7M 0.57%
33,012
-3,109
41
$15.1M 0.55%
155,038
+53,252
42
$15M 0.54%
61,103
-15,148
43
$14.8M 0.54%
147,983
+9,119
44
$14.6M 0.53%
45,211
+2,698
45
$14.4M 0.52%
60,086
+1,048
46
$13.9M 0.5%
151,221
+96,262
47
$13.9M 0.5%
87,236
+9,345
48
$13.8M 0.5%
62,321
+1,625
49
$13.7M 0.5%
30,036
+622
50
$13.5M 0.49%
19,406
+14,695
1
2
3 4 5