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
$700M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$6.39M
3
+$4.14M
4
ZEN
ZENDESK INC
ZEN
+$3.89M
5
COP icon
ConocoPhillips
COP
+$3.78M

Top Sells

1
+$19.3M
2
+$11.1M
3
+$5.69M
4
JNJ icon
Johnson & Johnson
JNJ
+$5.67M
5
PG icon
Procter & Gamble
PG
+$4.8M

Sector Composition

1 Technology 11.46%
2 Financials 10.24%
3 Healthcare 9.53%
4 Consumer Discretionary 7.44%
5 Communication Services 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.83M 0.55%
63,962
+57,746
52
$3.8M 0.54%
169,910
+8,559
53
$3.78M 0.54%
+56,656
54
$3.75M 0.54%
45,871
+3,293
55
$3.73M 0.53%
19,440
-23,437
56
$3.72M 0.53%
27,510
+4,834
57
$3.59M 0.51%
43,839
58
$3.52M 0.5%
39,134
-1,219
59
$3.46M 0.49%
21,110
+1,880
60
$3.4M 0.49%
29,687
+2,369
61
$3.31M 0.47%
66,234
+45,646
62
$3.29M 0.47%
37,234
+30,102
63
$3.28M 0.47%
47,852
+43,403
64
$3.28M 0.47%
54,008
+48,136
65
$3.25M 0.46%
723,080
+120,920
66
$3.2M 0.46%
40,219
+33,205
67
$3.07M 0.44%
6,771
+344
68
$2.99M 0.43%
64,330
+43,209
69
$2.85M 0.41%
71,952
+3,563
70
$2.82M 0.4%
17,640
+16,020
71
$2.78M 0.4%
+10,307
72
$2.63M 0.38%
32,615
-384
73
$2.61M 0.37%
15,011
-112
74
$2.39M 0.34%
59,775
-3,428
75
$2.34M 0.33%
30,749
-1,704
1 2
3
4 5