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
$423M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$4.71M
2
+$3.58M
3
+$3.08M
4
HON icon
Honeywell
HON
+$2.27M
5
CSX icon
CSX Corp
CSX
+$2.09M

Top Sells

1
+$2.83M
2
+$2.5M
3
+$2.34M
4
CMI icon
Cummins
CMI
+$2.33M
5
C icon
Citigroup
C
+$2.07M

Sector Composition

1 Technology 12.99%
2 Healthcare 12.65%
3 Financials 10.48%
4 Industrials 8.61%
5 Consumer Discretionary 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.64M 0.39%
16,895
-1,555
77
$1.63M 0.38%
18,592
+442
78
$1.62M 0.38%
59,091
+8,334
79
$1.61M 0.38%
134,610
-7,644
80
$1.61M 0.38%
35,611
+420
81
$1.59M 0.38%
34,132
+305
82
$1.59M 0.38%
+33,015
83
$1.58M 0.37%
20,231
+9,459
84
$1.58M 0.37%
24,040
+3,360
85
$1.51M 0.36%
19,494
-13,907
86
$1.5M 0.35%
24,246
-655
87
$1.49M 0.35%
10,339
-699
88
$1.48M 0.35%
+38,224
89
$1.44M 0.34%
9,052
-196
90
$1.41M 0.33%
46,284
+10,857
91
$1.36M 0.32%
26,435
+1,120
92
$1.35M 0.32%
28,906
+1,560
93
$1.32M 0.31%
15,805
+2,364
94
$1.31M 0.31%
16,360
+12,154
95
$1.3M 0.31%
54,732
+12,528
96
$1.28M 0.3%
85,105
+12,361
97
$1.27M 0.3%
19,587
+2,809
98
$1.25M 0.3%
25,631
+12,019
99
$1.23M 0.29%
32,141
-10,968
100
$1.23M 0.29%
15,690
-41
2 3
4
5 6