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
$346M
AUM Growth
-$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.46M
3
+$2.05M
4
CTSH icon
Cognizant
CTSH
+$2M
5
SYK icon
Stryker
SYK
+$1.97M

Top Sells

1
+$2.53M
2
+$2.26M
3
+$2.09M
4
PVH icon
PVH
PVH
+$1.91M
5
CPRI icon
Capri Holdings
CPRI
+$1.62M

Sector Composition

1 Financials 13.02%
2 Technology 12.13%
3 Healthcare 10.2%
4 Industrials 8.89%
5 Consumer Discretionary 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.35M 0.39%
+80,090
77
$1.32M 0.38%
14,102
-9,080
78
$1.31M 0.38%
29,432
+572
79
$1.3M 0.38%
51,089
+2,925
80
$1.28M 0.37%
25,565
+1,565
81
$1.25M 0.36%
35,754
+95
82
$1.24M 0.36%
55,340
+3,180
83
$1.23M 0.36%
24,916
-12,389
84
$1.23M 0.35%
+29,744
85
$1.22M 0.35%
33,675
+90
86
$1.2M 0.35%
9,743
+557
87
$1.19M 0.34%
8,165
+15
88
$1.18M 0.34%
17,040
+50
89
$1.15M 0.33%
31,088
+205
90
$1.12M 0.32%
68,736
-60
91
$1.11M 0.32%
10,543
+509
92
$1.07M 0.31%
28,394
+130
93
$1.05M 0.3%
9,330
+10
94
$1.01M 0.29%
+33,048
95
$1M 0.29%
+11,715
96
$1M 0.29%
11,270
-4,105
97
$977K 0.28%
22,054
+1,165
98
$967K 0.28%
16,451
-2,580
99
$940K 0.27%
45,324
+2,593
100
$932K 0.27%
92,035
+1,855
2 3
4
5 6