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
$348M
AUM Growth
+$1.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.32M
3
+$2.02M
4
PG icon
Procter & Gamble
PG
+$1.94M
5
WFC.PRL icon
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
+$1.59M

Top Sells

1
+$3.25M
2
+$1.91M
3
+$1.82M
4
SDRL
Seadrill Limited Common Stock
SDRL
+$1.74M
5
SLB icon
SLB Limited
SLB
+$1.72M

Sector Composition

1 Financials 12.5%
2 Technology 11.78%
3 Healthcare 11.57%
4 Consumer Discretionary 8.73%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.36M 0.39%
14,446
-4,417
77
$1.35M 0.39%
48,185
+14,835
78
$1.35M 0.39%
56,820
+1,480
79
$1.35M 0.39%
+9,153
80
$1.34M 0.38%
97,246
+38,780
81
$1.27M 0.37%
7,625
+2,410
82
$1.26M 0.36%
44,705
-6,384
83
$1.24M 0.35%
35,295
+1,620
84
$1.23M 0.35%
+72,415
85
$1.23M 0.35%
26,245
+680
86
$1.18M 0.34%
9,742
-1
87
$1.16M 0.33%
14,020
-4,447
88
$1.16M 0.33%
+15,220
89
$1.15M 0.33%
+5,535
90
$1.13M 0.32%
+8,800
91
$1.12M 0.32%
+44,160
92
$1.11M 0.32%
16,367
-84
93
$1.11M 0.32%
10,759
+216
94
$1.1M 0.32%
+24,489
95
$1.09M 0.31%
+20,390
96
$1.08M 0.31%
+21,550
97
$1.07M 0.31%
+11,915
98
$1.05M 0.3%
19,425
-150
99
$1.05M 0.3%
27,320
+430
100
$1.04M 0.3%
+20,905
2 3
4
5 6