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
$722M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$4.69M
3
+$4.22M
4
AGN
Allergan plc
AGN
+$4.18M
5
AMT icon
American Tower
AMT
+$3.69M

Top Sells

1
+$22.2M
2
+$7.09M
3
+$4.58M
4
TWX
Time Warner Inc
TWX
+$4.57M
5
AAPL icon
Apple
AAPL
+$3.99M

Sector Composition

1 Financials 11.58%
2 Technology 10.52%
3 Healthcare 8.3%
4 Consumer Discretionary 6.37%
5 Communication Services 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.67M 0.65%
27,315
+47
52
$4.65M 0.64%
34,244
+61
53
$4.54M 0.63%
32,541
+90
54
$4.42M 0.61%
82,213
+547
55
$4.34M 0.6%
62,225
-714
56
$4.18M 0.58%
87,040
-1,740
57
$4.17M 0.58%
29,499
+402
58
$4.1M 0.57%
91,260
+750
59
$4.08M 0.57%
120,587
+1,644
60
$4.08M 0.57%
30,297
+9,578
61
$4.07M 0.56%
57,304
-520
62
$4.06M 0.56%
32,590
+231
63
$4.01M 0.56%
34,601
+512
64
$3.98M 0.55%
44,416
-2,180
65
$3.85M 0.53%
28,538
+172
66
$3.85M 0.53%
45,921
+508
67
$3.74M 0.52%
132,436
+14,033
68
$3.69M 0.51%
+19,789
69
$3.46M 0.48%
62,647
-33,842
70
$3.31M 0.46%
63,756
-7,410
71
$3.21M 0.44%
123,114
+78
72
$3.03M 0.42%
16,012
+136
73
$2.97M 0.41%
80,482
+54,784
74
$2.95M 0.41%
29,467
-6,683
75
$2.86M 0.4%
53,882
+479
1 2
3
4 5