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
$423M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$4.71M
2
+$3.58M
3
+$3.08M
4
HON icon
Honeywell
HON
+$2.27M
5
CSX icon
CSX Corp
CSX
+$2.09M

Top Sells

1
+$2.83M
2
+$2.5M
3
+$2.34M
4
CMI icon
Cummins
CMI
+$2.33M
5
C icon
Citigroup
C
+$2.07M

Sector Composition

1 Technology 12.99%
2 Healthcare 12.65%
3 Financials 10.48%
4 Industrials 8.61%
5 Consumer Discretionary 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.13M 0.5%
12,993
+1,942
52
$2.09M 0.49%
+192,090
53
$2.09M 0.49%
36,424
+544
54
$2.05M 0.49%
25,618
+1,834
55
$2.04M 0.48%
43,875
+4,013
56
$1.99M 0.47%
19,107
+5,982
57
$1.98M 0.47%
65,365
+7,368
58
$1.98M 0.47%
40,431
+32,818
59
$1.94M 0.46%
1,684
+80
60
$1.91M 0.45%
71,227
+26,749
61
$1.91M 0.45%
+51,142
62
$1.9M 0.45%
9,099
-115
63
$1.9M 0.45%
27,142
+3,162
64
$1.89M 0.45%
19,813
-10,298
65
$1.85M 0.44%
1,575
+66
66
$1.85M 0.44%
27,375
+390
67
$1.84M 0.44%
13,548
+1,294
68
$1.83M 0.43%
44,593
-5,886
69
$1.79M 0.42%
17,644
+367
70
$1.74M 0.41%
28,467
+2,797
71
$1.73M 0.41%
43,012
+11,068
72
$1.72M 0.41%
22,125
+708
73
$1.7M 0.4%
69,404
+8,488
74
$1.67M 0.39%
23,998
+3,451
75
$1.65M 0.39%
26,287
+168
1 2
3
4 5