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
$748M
AUM Growth
+$6.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$3.67M
3
+$3.45M
4
MSFT icon
Microsoft
MSFT
+$3.4M
5
NVDA icon
NVIDIA
NVDA
+$2.91M

Top Sells

1
+$5.74M
2
+$3.61M
3
+$3.3M
4
APD icon
Air Products & Chemicals
APD
+$2.89M
5
CSCO icon
Cisco
CSCO
+$2.78M

Sector Composition

1 Technology 12.81%
2 Financials 10.39%
3 Healthcare 8.97%
4 Communication Services 6.7%
5 Consumer Discretionary 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.38M 0.59%
48,184
+1,249
52
$4.36M 0.58%
180,155
+4,180
53
$4.34M 0.58%
22,521
+569
54
$4.17M 0.56%
16,300
+223
55
$4.13M 0.55%
68,051
+1,882
56
$4.12M 0.55%
37,436
+14,050
57
$4.1M 0.55%
7,114
+149
58
$3.84M 0.51%
40,081
+222
59
$3.81M 0.51%
76,309
+2,072
60
$3.75M 0.5%
51,008
+1,338
61
$3.75M 0.5%
83,292
-436
62
$3.72M 0.5%
29,606
+572
63
$3.67M 0.49%
+88,069
64
$3.57M 0.48%
27,590
-3,409
65
$3.49M 0.47%
56,292
+1,466
66
$3.45M 0.46%
+32,294
67
$3.42M 0.46%
46,710
-17,913
68
$3.39M 0.45%
59,509
+1,244
69
$3.29M 0.44%
46,583
+4,800
70
$3.11M 0.42%
124,571
+3,407
71
$2.96M 0.4%
39,048
+1,057
72
$2.96M 0.4%
23,795
+627
73
$2.89M 0.39%
66,066
+1,089
74
$2.8M 0.37%
28,591
+498
75
$2.72M 0.36%
10,000
1 2
3
4 5