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
$722M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$4.69M
3
+$4.22M
4
AGN
Allergan plc
AGN
+$4.18M
5
AMT icon
American Tower
AMT
+$3.69M

Top Sells

1
+$22.2M
2
+$7.09M
3
+$4.58M
4
TWX
Time Warner Inc
TWX
+$4.57M
5
AAPL icon
Apple
AAPL
+$3.99M

Sector Composition

1 Financials 11.58%
2 Technology 10.52%
3 Healthcare 8.3%
4 Consumer Discretionary 6.37%
5 Communication Services 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.86M 0.4%
60,840
+599
77
$2.85M 0.4%
56,965
-658
78
$2.77M 0.38%
61,896
+441
79
$2.73M 0.38%
18,720
-23
80
$2.73M 0.38%
51,786
-1,930
81
$2.65M 0.37%
44,885
+406
82
$2.64M 0.37%
220,653
+2,406
83
$2.62M 0.36%
+43,839
84
$2.61M 0.36%
18,333
+164
85
$2.56M 0.36%
45,695
-580
86
$2.56M 0.35%
24,075
+207
87
$2.55M 0.35%
45,493
-1,723
88
$2.44M 0.34%
28,902
+6
89
$2.4M 0.33%
34,219
+342
90
$2.11M 0.29%
31,774
-645
91
$1.86M 0.26%
38,682
+6,996
92
$1.84M 0.26%
30,056
-14,258
93
$1.83M 0.25%
14,991
-198
94
$1.82M 0.25%
28,474
-10,386
95
$1.81M 0.25%
15,114
+70
96
$1.79M 0.25%
20,191
+101
97
$1.77M 0.24%
22,090
-90
98
$1.67M 0.23%
8,373
-66
99
$1.48M 0.21%
26,178
100
$1.43M 0.2%
51,862
-22,482
2 3
4
5 6