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
$1.16B
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$15.1M
3
+$11.2M
4
MSFT icon
Microsoft
MSFT
+$7.28M
5
AAPL icon
Apple
AAPL
+$3.95M

Top Sells

1
+$4.8M
2
+$4.44M
3
+$3.34M
4
XYZ
Block Inc
XYZ
+$2.23M
5
SLB icon
SLB Limited
SLB
+$1.76M

Sector Composition

1 Technology 20.92%
2 Healthcare 9.89%
3 Consumer Discretionary 7.9%
4 Financials 7.59%
5 Industrials 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6M 0.51%
23,303
+238
52
$5.95M 0.51%
89,993
53
$5.93M 0.51%
153,056
+5,138
54
$5.59M 0.48%
806,014
+96,200
55
$5.56M 0.48%
54,204
-43,239
56
$5.33M 0.46%
77,062
+2,997
57
$5.3M 0.45%
19,215
-1,077
58
$5.23M 0.45%
26,865
-1,326
59
$5.1M 0.44%
61,753
+1,047
60
$5.1M 0.44%
386,830
+10,238
61
$5.09M 0.44%
27,993
+744
62
$5.05M 0.43%
62,707
+20,119
63
$5.03M 0.43%
23,292
+814
64
$5M 0.43%
61,018
-116
65
$4.97M 0.43%
130,938
+1,697
66
$4.87M 0.42%
157,972
+3,095
67
$4.81M 0.41%
17,219
+471
68
$4.46M 0.38%
143,852
+3,146
69
$4.44M 0.38%
46,178
+23,098
70
$4.39M 0.38%
24,221
+457
71
$4.36M 0.37%
75,311
+15,655
72
$3.94M 0.34%
50,318
-429
73
$3.86M 0.33%
22,685
+776
74
$3.75M 0.32%
71,187
+10,251
75
$3.34M 0.29%
+52,707
1 2
3
4 5