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
$741M
AUM Growth
+$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$7.28M
2
+$6.34M
3
+$5.98M
4
FIS icon
Fidelity National Information Services
FIS
+$3.73M
5
HUM icon
Humana
HUM
+$3.17M

Top Sells

1
+$3.2M
2
+$3.02M
3
+$2.86M
4
DE icon
Deere & Co
DE
+$2.82M
5
WCG
Wellcare Health Plans, Inc.
WCG
+$2.78M

Sector Composition

1 Technology 12.11%
2 Financials 10.44%
3 Healthcare 9.76%
4 Consumer Discretionary 6.97%
5 Communication Services 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.19M 0.57%
20,145
+705
52
$4M 0.54%
175,975
+6,065
53
$3.98M 0.54%
64,623
+3,483
54
$3.96M 0.53%
21,952
+842
55
$3.75M 0.51%
83,728
-32,912
56
$3.7M 0.5%
66,169
+2,207
57
$3.68M 0.5%
28,093
+583
58
$3.67M 0.5%
30,309
+622
59
$3.61M 0.49%
41,280
-2,559
60
$3.56M 0.48%
49,670
+1,818
61
$3.55M 0.48%
58,265
+1,609
62
$3.52M 0.47%
39,859
+725
63
$3.51M 0.47%
6,965
+194
64
$3.33M 0.45%
74,237
+2,285
65
$3.3M 0.44%
56,031
+2,023
66
$3.21M 0.43%
781,400
+58,320
67
$3.2M 0.43%
41,783
+9,168
68
$3.19M 0.43%
23,386
-15,941
69
$3.06M 0.41%
34,320
-15,674
70
$2.98M 0.4%
37,991
+757
71
$2.9M 0.39%
64,977
+647
72
$2.89M 0.39%
+121,164
73
$2.75M 0.37%
+10,000
74
$2.73M 0.37%
+54,826
75
$2.54M 0.34%
23,168
+3,117
1 2
3
4 5