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
$351M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.22M
3
+$2.67M
4
MSFT icon
Microsoft
MSFT
+$1.94M
5
SWH
Stanley Black & Decker, Inc.
SWH
+$1.78M

Top Sells

1
+$2.92M
2
+$2.89M
3
+$1.82M
4
DEO icon
Diageo
DEO
+$1.8M
5
AMG icon
Affiliated Managers Group
AMG
+$1.66M

Sector Composition

1 Consumer Discretionary 11.68%
2 Technology 11.54%
3 Financials 11.53%
4 Industrials 9.87%
5 Healthcare 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.34M 0.38%
+36,955
77
$1.31M 0.37%
16,684
-3,071
78
$1.29M 0.37%
48,164
+994
79
$1.23M 0.35%
35,659
-298
80
$1.23M 0.35%
30,883
+5,085
81
$1.21M 0.35%
52,160
+1,130
82
$1.18M 0.34%
19,031
-780
83
$1.18M 0.34%
13,969
-11,725
84
$1.17M 0.33%
24,000
+11,180
85
$1.16M 0.33%
9,186
-7,124
86
$1.15M 0.33%
9,167
-475
87
$1.14M 0.32%
8,150
-230
88
$1.11M 0.32%
189
+2
89
$1.1M 0.31%
16,047
-415
90
$1.09M 0.31%
28,264
+660
91
$1.09M 0.31%
9,320
+1,335
92
$1.09M 0.31%
33,585
-27,730
93
$1.07M 0.31%
16,990
+12,735
94
$1.06M 0.3%
15,895
-608
95
$1.05M 0.3%
11,550
+7,150
96
$1.03M 0.29%
42,731
+883
97
$1.02M 0.29%
10,034
+216
98
$996K 0.28%
+90,180
99
$991K 0.28%
+11,030
100
$978K 0.28%
27,250
-5,950
2 3
4
5 6