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
$748M
AUM Growth
+$6.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$3.67M
3
+$3.45M
4
MSFT icon
Microsoft
MSFT
+$3.4M
5
NVDA icon
NVIDIA
NVDA
+$2.91M

Top Sells

1
+$5.74M
2
+$3.61M
3
+$3.3M
4
APD icon
Air Products & Chemicals
APD
+$2.89M
5
CSCO icon
Cisco
CSCO
+$2.78M

Sector Composition

1 Technology 12.81%
2 Financials 10.39%
3 Healthcare 8.97%
4 Communication Services 6.7%
5 Consumer Discretionary 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.65M 0.35%
28,736
-317
77
$2.58M 0.35%
35,418
+1,098
78
$2.29M 0.31%
50,865
-2,057
79
$2.2M 0.29%
16,036
-169
80
$2M 0.27%
28,940
+2,247
81
$2M 0.27%
48,917
82
$1.83M 0.24%
+11,902
83
$1.83M 0.24%
25,860
84
$1.65M 0.22%
5,714
+3
85
$1.62M 0.22%
9,835
+932
86
$1.57M 0.21%
11,415
-3,500
87
$1.49M 0.2%
13,070
+9,440
88
$1.49M 0.2%
13,536
-315
89
$1.45M 0.19%
50,726
+728
90
$1.38M 0.18%
24,897
+13,172
91
$1.33M 0.18%
31,249
-971
92
$1.33M 0.18%
1,054
-19
93
$1.21M 0.16%
3,113
-37
94
$1.21M 0.16%
6,282
+33
95
$1.21M 0.16%
20,838
96
$1.2M 0.16%
6,099
-63
97
$1.19M 0.16%
13,968
+1
98
$1.15M 0.15%
7,225
+1,227
99
$1.14M 0.15%
21,204
+2
100
$1.11M 0.15%
5,339
-134
2 3
4
5 6