CWM

Calamos Wealth Management Portfolio holdings

AUM $2.35B
1-Year Est. Return 20.32%
This Quarter Est. Return
1 Year Est. Return
+20.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$351M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.22M
3
+$2.67M
4
MSFT icon
Microsoft
MSFT
+$1.94M
5
SWH
Stanley Black & Decker, Inc.
SWH
+$1.78M

Top Sells

1
+$2.92M
2
+$2.89M
3
+$1.82M
4
DEO icon
Diageo
DEO
+$1.8M
5
AMG icon
Affiliated Managers Group
AMG
+$1.66M

Sector Composition

1 Consumer Discretionary 11.68%
2 Technology 11.54%
3 Financials 11.53%
4 Industrials 9.87%
5 Healthcare 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.94M 0.55%
14,890
-905
52
$1.91M 0.54%
16,342
-265
53
$1.86M 0.53%
25,143
+25
54
$1.81M 0.52%
17,922
-494
55
$1.8M 0.51%
20,293
+2,208
56
$1.78M 0.51%
+15,615
57
$1.76M 0.5%
15,329
+30
58
$1.74M 0.5%
26,840
-720
59
$1.7M 0.48%
46,572
-3,668
60
$1.64M 0.47%
43,598
+595
61
$1.62M 0.46%
57,540
-8,207
62
$1.61M 0.46%
29,019
+12,470
63
$1.59M 0.45%
5,636
-175
64
$1.57M 0.45%
15,045
+4,712
65
$1.57M 0.45%
37,433
+25,523
66
$1.54M 0.44%
16,678
+2,488
67
$1.5M 0.43%
+14,140
68
$1.48M 0.42%
+28,860
69
$1.46M 0.42%
21,562
-305
70
$1.46M 0.42%
47,200
-26,852
71
$1.42M 0.41%
9,689
-98
72
$1.42M 0.4%
+29,630
73
$1.35M 0.39%
55,030
-210
74
$1.35M 0.39%
15,375
-850
75
$1.34M 0.38%
15,905
+70
1 2
3
4 5