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
$874M
AUM Growth
+$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$7.69M
2
+$6.44M
3
+$5.47M
4
PAYC icon
Paycom
PAYC
+$4.36M
5
PYPL icon
PayPal
PYPL
+$4.18M

Top Sells

1
+$6.87M
2
+$4.98M
3
+$4.97M
4
APD icon
Air Products & Chemicals
APD
+$4.68M
5
BAX icon
Baxter International
BAX
+$3.44M

Sector Composition

1 Technology 21.62%
2 Healthcare 9.68%
3 Consumer Discretionary 8.29%
4 Financials 8.26%
5 Communication Services 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.91M 0.56%
57,091
+46,794
52
$4.89M 0.56%
84,640
+776
53
$4.79M 0.55%
24,301
+21,222
54
$4.77M 0.55%
19,302
-7,093
55
$4.75M 0.54%
15,269
+13,996
56
$4.75M 0.54%
21,739
+1,451
57
$4.64M 0.53%
83,447
+827
58
$4.37M 0.5%
116,451
+936
59
$4.27M 0.49%
41,046
-607
60
$4.11M 0.47%
51,538
+403
61
$4.08M 0.47%
14,694
-439
62
$3.88M 0.44%
257,224
-724
63
$3.75M 0.43%
79,858
-783
64
$3.63M 0.42%
131,854
-687
65
$3.59M 0.41%
59,546
+2,360
66
$3.56M 0.41%
58,968
-3,750
67
$3.54M 0.4%
128,588
-2,164
68
$3.08M 0.35%
+78,661
69
$2.81M 0.32%
15,928
70
$2.79M 0.32%
20,086
-190
71
$2.44M 0.28%
6,212
72
$2.29M 0.26%
15,393
+301
73
$2.16M 0.25%
7,353
+2,154
74
$2.13M 0.24%
9,724
-634
75
$2.12M 0.24%
5,980
+1,077
1 2
3
4 5