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
$306M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.73M
3
+$2.54M
4
TUP
Tupperware Brands Corporation
TUP
+$1.97M
5
AIG icon
American International
AIG
+$1.75M

Top Sells

1
+$2.92M
2
+$2.74M
3
+$2.68M
4
TROW icon
T. Rowe Price
TROW
+$2.63M
5
BEN icon
Franklin Resources
BEN
+$1.92M

Sector Composition

1 Consumer Discretionary 11.75%
2 Technology 11.34%
3 Financials 11.09%
4 Industrials 7.51%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$893K 0.29%
2,854
+88
77
$883K 0.29%
15,110
+440
78
$880K 0.29%
44,070
+9,395
79
$865K 0.28%
23,639
+1,206
80
$860K 0.28%
+15,244
81
$849K 0.28%
+77,232
82
$845K 0.28%
36,871
-21,556
83
$844K 0.28%
+8,770
84
$830K 0.27%
29,544
+780
85
$828K 0.27%
21,701
+1,030
86
$823K 0.27%
35,598
+4,284
87
$805K 0.26%
7,524
+200
88
$803K 0.26%
+25,920
89
$798K 0.26%
21,516
+660
90
$797K 0.26%
+22,408
91
$792K 0.26%
17,665
+1,855
92
$782K 0.26%
21,530
+650
93
$779K 0.25%
13,085
+400
94
$768K 0.25%
26,600
+2,865
95
$764K 0.25%
38,761
+1,301
96
$736K 0.24%
14,170
-19,614
97
$722K 0.24%
+16,172
98
$717K 0.23%
19,095
+10,490
99
$710K 0.23%
10,467
+350
100
$704K 0.23%
+67,760
2 3
4
5 6