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
$1.21B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$60.8M
2
+$9.01M
3
+$5.85M
4
SYY icon
Sysco
SYY
+$5.21M
5
DHR icon
Danaher
DHR
+$4.88M

Top Sells

1
+$23.7M
2
+$6.48M
3
+$6.44M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.78M
5
BAX icon
Baxter International
BAX
+$4.36M

Sector Composition

1 Technology 22.59%
2 Consumer Discretionary 13.43%
3 Financials 10.14%
4 Healthcare 7.72%
5 Communication Services 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.33M 0.52%
17,113
+239
52
$6.23M 0.51%
41,563
+677
53
$6.19M 0.51%
28,235
-7,929
54
$6.18M 0.51%
13,544
-5,116
55
$6.15M 0.51%
20,045
-3,455
56
$6.14M 0.51%
20,101
-104
57
$5.89M 0.49%
108,154
+1,973
58
$5.86M 0.48%
8,628
-223
59
$5.84M 0.48%
88,298
+2,123
60
$5.76M 0.48%
110,480
+82,210
61
$5.74M 0.47%
75,505
+1,602
62
$5.72M 0.47%
40,683
+373
63
$5.7M 0.47%
72,340
+66,190
64
$5.62M 0.46%
53,594
+44,530
65
$5.57M 0.46%
144,001
-24,659
66
$5.48M 0.45%
111,917
+2,035
67
$5.2M 0.43%
24,202
+439
68
$5.18M 0.43%
79,502
+6,168
69
$4.9M 0.4%
58,618
+2,531
70
$4.88M 0.4%
+24,461
71
$4.7M 0.39%
39,745
+6,695
72
$4.44M 0.37%
70,388
+1,751
73
$4.33M 0.36%
27,376
-14,596
74
$4.14M 0.34%
46,132
+42,552
75
$3.95M 0.33%
54,765
-3,633
1 2
3
4 5