CWM

Calamos Wealth Management Portfolio holdings

AUM $2.35B
1-Year Est. Return 20.32%
This Quarter Est. Return
1 Year Est. Return
+20.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$326M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.02M
3
+$1.92M
4
UNP icon
Union Pacific
UNP
+$1.8M
5
PVH icon
PVH
PVH
+$1.78M

Top Sells

1
+$2.83M
2
+$2.62M
3
+$2.09M
4
WFC.PRL icon
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
+$1.71M
5
ORCL icon
Oracle
ORCL
+$1.64M

Sector Composition

1 Consumer Discretionary 12.54%
2 Financials 11.17%
3 Technology 9.4%
4 Industrials 8.77%
5 Healthcare 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.02M 0.31%
39,401
+2,530
77
$1.01M 0.31%
25,796
-5,348
78
$996K 0.31%
34,180
+4,636
79
$993K 0.3%
10,939
-23,075
80
$974K 0.3%
16,535
+1,291
81
$970K 0.3%
24,014
+375
82
$966K 0.3%
43,340
+3,292
83
$950K 0.29%
21,884
+183
84
$948K 0.29%
46,740
+20,425
85
$945K 0.29%
+9,444
86
$944K 0.29%
+23,320
87
$922K 0.28%
18,930
+1,265
88
$922K 0.28%
11,488
-162
89
$918K 0.28%
16,397
+2,845
90
$912K 0.28%
9,395
+625
91
$911K 0.28%
12,915
-170
92
$898K 0.28%
14,927
-183
93
$875K 0.27%
10,811
+1,734
94
$874K 0.27%
+4,944
95
$866K 0.27%
22,164
-244
96
$864K 0.26%
7,315
-209
97
$831K 0.25%
+18,084
98
$829K 0.25%
11,067
-110
99
$829K 0.25%
15,912
+3,162
100
$828K 0.25%
37,600
+2,002
2 3
4
5 6