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CWM

Calamos Wealth Management Portfolio holdings

AUM $2.9B
1-Year Est. Return 25.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.76B
AUM Growth
+$409M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$47.3M
2
+$31.8M
3
+$20.3M
4
CVX icon
Chevron
CVX
+$19.2M
5
TXN icon
Texas Instruments
TXN
+$17.5M

Top Sells

1
+$27.9M
2
+$19.2M
3
+$15M
4
EMR icon
Emerson Electric
EMR
+$14.3M
5
ZTS icon
Zoetis
ZTS
+$12.8M

Sector Composition

1 Technology 27.1%
2 Communication Services 8.36%
3 Financials 8.32%
4 Consumer Discretionary 7.66%
5 Healthcare 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.4M 0.49%
59,449
+1,381
52
$13.4M 0.49%
36,269
+1,448
53
$13.3M 0.48%
38,338
-8,917
54
$12.3M 0.45%
+448,775
55
$12M 0.44%
65,460
-4,130
56
$11.8M 0.43%
42,311
+4,138
57
$11.8M 0.43%
41,749
+937
58
$11.8M 0.43%
96,961
+1,620
59
$11.5M 0.42%
154,129
-2,793
60
$11M 0.4%
54,675
+979
61
$10.8M 0.39%
+28,942
62
$10.6M 0.39%
+21,555
63
$9.7M 0.35%
20,354
+21
64
$9.59M 0.35%
+71,930
65
$9.56M 0.35%
109,493
+4,088
66
$9.03M 0.33%
94,871
+391
67
$8.21M 0.3%
108,777
-3,688
68
$8.1M 0.29%
506,031
69
$7.86M 0.28%
15,638
+2,984
70
$7.61M 0.28%
8,226
+1,666
71
$7.26M 0.26%
11,856
+3,459
72
$7.17M 0.26%
21,839
+13,311
73
$6.65M 0.24%
35,072
+7,980
74
$6.53M 0.24%
725,201
+22
75
$6.42M 0.23%
8,058
+300
1 2
3
4 5