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
$1.77B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$20.5M
3
+$10.6M
4
SBUX icon
Starbucks
SBUX
+$10.5M
5
SHW icon
Sherwin-Williams
SHW
+$9.63M

Top Sells

1
+$11.6M
2
+$10.9M
3
+$10.1M
4
DHR icon
Danaher
DHR
+$9.32M
5
AMD icon
Advanced Micro Devices
AMD
+$7.82M

Sector Composition

1 Technology 23.46%
2 Healthcare 8.33%
3 Consumer Discretionary 7.75%
4 Financials 7.5%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.3M 0.52%
143,172
+3,152
52
$9M 0.5%
35,576
+1,387
53
$8.99M 0.5%
64,819
-10,999
54
$8.91M 0.5%
21,686
+18,463
55
$8.73M 0.49%
48,378
-43,323
56
$8.7M 0.49%
181,780
+2,131
57
$8.08M 0.45%
53,046
-1,243
58
$7.92M 0.44%
34,174
59
$7.91M 0.44%
38,419
-16,671
60
$7.76M 0.44%
92,828
61
$7.21M 0.4%
+207,845
62
$6.52M 0.37%
13,436
+412
63
$6.42M 0.36%
40,688
+250
64
$6.36M 0.36%
16,279
+139
65
$6.32M 0.35%
85,164
-1,518
66
$6.11M 0.34%
40,024
+427
67
$6.04M 0.34%
14,355
-598
68
$5.99M 0.34%
54,199
-4,403
69
$5.97M 0.34%
46,499
+926
70
$5.61M 0.32%
27,215
-7
71
$5.61M 0.31%
45,353
72
$5.58M 0.31%
35,277
+4,536
73
$5.05M 0.28%
25,224
-2,700
74
$4.85M 0.27%
19,428
75
$4.79M 0.27%
6,536
-505
1 2
3
4 5