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
$1.87B
AUM Growth
+$95.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$10.5M
3
+$10.2M
4
MRVL icon
Marvell Technology
MRVL
+$9.33M
5
EMR icon
Emerson Electric
EMR
+$9.1M

Top Sells

1
+$12.2M
2
+$9.13M
3
+$9.03M
4
AMD icon
Advanced Micro Devices
AMD
+$8.73M
5
DAL icon
Delta Air Lines
DAL
+$8.7M

Sector Composition

1 Technology 25.59%
2 Healthcare 7.81%
3 Consumer Discretionary 7.36%
4 Financials 6.79%
5 Communication Services 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.33M 0.5%
84,704
+82,629
52
$9.25M 0.49%
146,827
+3,655
53
$8.98M 0.48%
48,965
-4,081
54
$8.27M 0.44%
22,138
+452
55
$8.24M 0.44%
39,087
+668
56
$7.96M 0.42%
26,659
+10,380
57
$7.9M 0.42%
81,308
-55,096
58
$7.79M 0.42%
92,828
59
$7.75M 0.41%
+71,206
60
$7.52M 0.4%
66,323
+1,504
61
$7.46M 0.4%
35,289
-287
62
$7.12M 0.38%
49,867
+3,368
63
$6.66M 0.35%
91,629
+6,465
64
$6.41M 0.34%
40,989
+301
65
$6.26M 0.33%
42,834
+7,557
66
$6.08M 0.32%
12,057
-1,379
67
$5.99M 0.32%
25,389
-1,826
68
$5.98M 0.32%
40,555
+531
69
$5.96M 0.32%
14,654
+299
70
$5.88M 0.31%
45,353
71
$5.43M 0.29%
6,392
-144
72
$5.33M 0.28%
48,213
-5,986
73
$5.21M 0.28%
29,990
+3,923
74
$5.04M 0.27%
24,938
-286
75
$4.7M 0.25%
19,428
1 2
3
4 5