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
$2B
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$10.4M
3
+$9.58M
4
MCO icon
Moody's
MCO
+$9.58M
5
DKNG icon
DraftKings
DKNG
+$9.28M

Top Sells

1
+$16.2M
2
+$11.9M
3
+$11.6M
4
XOM icon
Exxon Mobil
XOM
+$11.5M
5
CZR icon
Caesars Entertainment
CZR
+$10.8M

Sector Composition

1 Technology 26.02%
2 Consumer Discretionary 8.38%
3 Financials 7.67%
4 Communication Services 6.32%
5 Healthcare 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.7M 0.54%
26,498
+6,381
52
$10.7M 0.53%
55,958
+681
53
$10.6M 0.53%
69,723
+63,016
54
$10.1M 0.51%
48,651
+5,553
55
$9.99M 0.5%
82,655
+243
56
$9.97M 0.5%
29,809
+26,545
57
$9.58M 0.48%
+20,242
58
$9.28M 0.46%
+249,397
59
$8.45M 0.42%
+64,320
60
$8.38M 0.42%
14,318
+993
61
$8.27M 0.41%
93,192
+364
62
$7.11M 0.36%
64,613
+15,271
63
$6.77M 0.34%
7,389
+120
64
$6.42M 0.32%
91,354
+558
65
$6.31M 0.32%
725,168
-99,500
66
$5.75M 0.29%
23,999
+453
67
$5.44M 0.27%
27,536
+229
68
$5.28M 0.26%
19,999
+21
69
$4.91M 0.25%
68,489
-5,010
70
$4.91M 0.25%
23,341
71
$4.71M 0.24%
10,387
+58
72
$4.6M 0.23%
28,276
+1,286
73
$4.25M 0.21%
17,685
74
$4.14M 0.21%
98,937
75
$3.83M 0.19%
22,855
+5,931
1 2
3
4 5