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
$1.59B
AUM Growth
+$270M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$72.9M
2
+$38.2M
3
+$12.3M
4
MS icon
Morgan Stanley
MS
+$11.8M
5
SO icon
Southern Company
SO
+$10.6M

Top Sells

1
+$12.1M
2
+$11.2M
3
+$8.88M
4
PLD icon
Prologis
PLD
+$7.38M
5
ZBH icon
Zimmer Biomet
ZBH
+$7.15M

Sector Composition

1 Technology 23.29%
2 Healthcare 8.35%
3 Consumer Discretionary 7.23%
4 Financials 7.11%
5 Communication Services 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.31M 0.59%
123,591
-478
52
$8.8M 0.55%
152,262
+1,376
53
$8.64M 0.54%
43,511
+11,542
54
$8.36M 0.53%
140,020
+51,273
55
$8.25M 0.52%
16,140
-137
56
$7.91M 0.5%
34,189
-161
57
$7.65M 0.48%
54,289
+835
58
$7.24M 0.46%
92,828
59
$7.23M 0.45%
+179,649
60
$6.58M 0.41%
34,174
+9,432
61
$6.45M 0.41%
58,602
-18,146
62
$6.1M 0.38%
86,682
-1,197
63
$6.03M 0.38%
40,438
-2,830
64
$5.71M 0.36%
39,597
-437
65
$5.5M 0.35%
45,353
+353
66
$5.33M 0.34%
14,953
+83
67
$5.02M 0.32%
824,714
68
$4.82M 0.3%
30,741
+10,280
69
$4.75M 0.3%
27,924
-836
70
$4.71M 0.3%
45,573
+1,222
71
$4.68M 0.29%
60,737
+8,392
72
$4.65M 0.29%
7,041
-180
73
$4.61M 0.29%
13,024
-470
74
$4.52M 0.28%
19,428
75
$4.42M 0.28%
72,826
-38,940
1 2
3
4 5