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
$1.1B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$38.6M
2
+$25.4M
3
+$7.75M
4
HES
Hess
HES
+$6.49M
5
CB icon
Chubb
CB
+$6.46M

Top Sells

1
+$7.47M
2
+$6.17M
3
+$5.62M
4
CSCO icon
Cisco
CSCO
+$4.59M
5
AIG icon
American International
AIG
+$4.53M

Sector Composition

1 Technology 23.4%
2 Financials 9.81%
3 Healthcare 8.75%
4 Consumer Discretionary 8.11%
5 Communication Services 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.28M 0.57%
58,660
+1,569
52
$6.17M 0.56%
141,000
+5,450
53
$6.06M 0.55%
168,660
+1,701
54
$6.01M 0.55%
22,595
+856
55
$5.93M 0.54%
28,470
+1,769
56
$5.88M 0.54%
86,175
+2,728
57
$5.7M 0.52%
40,310
+1,128
58
$5.65M 0.52%
121,135
+4,684
59
$5.62M 0.51%
23,763
+1,137
60
$5.56M 0.51%
73,903
+2,962
61
$5.55M 0.51%
23,577
+22,122
62
$5.42M 0.49%
+106,181
63
$5.37M 0.49%
20,205
+5,511
64
$5.31M 0.49%
+40,886
65
$5.12M 0.47%
56,087
+4,549
66
$4.93M 0.45%
42,071
+1,025
67
$4.92M 0.45%
61,311
-2,257
68
$4.88M 0.45%
+109,882
69
$4.68M 0.43%
73,334
-11,306
70
$4.31M 0.39%
52,044
-9,640
71
$4.26M 0.39%
68,637
+9,091
72
$4.04M 0.37%
58,398
-570
73
$3.6M 0.33%
33,050
+6,871
74
$3.29M 0.3%
15,928
75
$3.27M 0.3%
20,807
+5,414
1 2
3
4 5