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
$346M
AUM Growth
-$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.46M
3
+$2.05M
4
CTSH icon
Cognizant
CTSH
+$2M
5
SYK icon
Stryker
SYK
+$1.97M

Top Sells

1
+$2.53M
2
+$2.26M
3
+$2.09M
4
PVH icon
PVH
PVH
+$1.91M
5
CPRI icon
Capri Holdings
CPRI
+$1.62M

Sector Composition

1 Financials 13.02%
2 Technology 12.13%
3 Healthcare 10.2%
4 Industrials 8.89%
5 Consumer Discretionary 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.91M 0.55%
34,965
-15,019
52
$1.91M 0.55%
16,855
+1,240
53
$1.87M 0.54%
18,467
+445
54
$1.82M 0.53%
20,718
+425
55
$1.81M 0.52%
15,190
+300
56
$1.78M 0.51%
18,226
+304
57
$1.77M 0.51%
17,887
-6,150
58
$1.74M 0.5%
242
+44
59
$1.72M 0.5%
16,923
+245
60
$1.69M 0.49%
15,600
+1,460
61
$1.69M 0.49%
48,440
+1,240
62
$1.67M 0.48%
59,437
+1,897
63
$1.6M 0.46%
26,756
-84
64
$1.59M 0.46%
48,325
+28,130
65
$1.57M 0.45%
+30,971
66
$1.57M 0.45%
16,000
+6,830
67
$1.57M 0.45%
48,087
+1,515
68
$1.51M 0.43%
39,285
+2,330
69
$1.5M 0.43%
+30,160
70
$1.47M 0.43%
+15,825
71
$1.46M 0.42%
25,150
+14,145
72
$1.46M 0.42%
30,575
+945
73
$1.43M 0.41%
21,607
+45
74
$1.37M 0.4%
+38,794
75
$1.37M 0.4%
16,425
+520
1 2
3
4 5