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
$1.95B
AUM Growth
+$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$10.3M
3
+$8.66M
4
SNOW icon
Snowflake
SNOW
+$8.18M
5
MSFT icon
Microsoft
MSFT
+$6.61M

Top Sells

1
+$14.7M
2
+$9.33M
3
+$9.25M
4
DXCM icon
DexCom
DXCM
+$7.52M
5
LULU icon
lululemon athletica
LULU
+$6.96M

Sector Composition

1 Technology 24.69%
2 Consumer Discretionary 7.29%
3 Financials 7.21%
4 Healthcare 7.16%
5 Communication Services 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.74M 0.5%
89,052
+4,348
52
$9.69M 0.5%
82,412
-24,466
53
$9.54M 0.49%
168,806
-52,391
54
$9.4M 0.48%
22,525
+387
55
$9.3M 0.48%
287,211
+64,468
56
$9.24M 0.47%
55,277
+6,312
57
$9.23M 0.47%
60,731
+5,483
58
$8.76M 0.45%
39,281
+194
59
$8.53M 0.44%
36,009
+720
60
$8.53M 0.44%
81,801
+493
61
$8.48M 0.43%
92,828
62
$8.18M 0.42%
+71,176
63
$7.63M 0.39%
13,325
+1,268
64
$7.09M 0.36%
90,796
-833
65
$6.89M 0.35%
42,523
-311
66
$6.44M 0.33%
7,269
+877
67
$6.21M 0.32%
73,499
+11,252
68
$5.46M 0.28%
49,342
+1,129
69
$5.45M 0.28%
26,990
+1,601
70
$5.27M 0.27%
19,978
+550
71
$5.26M 0.27%
20,117
+789
72
$5.22M 0.27%
45,353
73
$4.96M 0.25%
23,546
-1,392
74
$4.9M 0.25%
23,341
+167
75
$4.75M 0.24%
10,329
-4,325
1 2
3
4 5