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
$849M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$3.89M
3
+$3.34M
4
LIN icon
Linde
LIN
+$2.08M
5
AAPL icon
Apple
AAPL
+$1.74M

Top Sells

1
+$5.41M
2
+$3.36M
3
+$2.89M
4
PM icon
Philip Morris
PM
+$2.84M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.19M

Sector Composition

1 Technology 14.01%
2 Financials 9.93%
3 Healthcare 8.72%
4 Consumer Discretionary 6.44%
5 Communication Services 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.24M 0.26%
49,857
-1,008
77
$2.22M 0.26%
27,825
-1,115
78
$2.14M 0.25%
15,687
-349
79
$2.01M 0.24%
26,364
+504
80
$1.97M 0.23%
11,902
81
$1.74M 0.21%
8,811
+7,688
82
$1.71M 0.2%
5,826
+112
83
$1.68M 0.2%
11,415
84
$1.62M 0.19%
6,212
-3,788
85
$1.59M 0.19%
8,935
-900
86
$1.58M 0.19%
13,233
-303
87
$1.55M 0.18%
+1,320
88
$1.47M 0.17%
28,663
-2,586
89
$1.46M 0.17%
4,540
+1,374
90
$1.41M 0.17%
6,715
+433
91
$1.4M 0.16%
23,546
-1,351
92
$1.38M 0.16%
+24,809
93
$1.38M 0.16%
6,076
+837
94
$1.35M 0.16%
1,055
+1
95
$1.34M 0.16%
23,108
+2,270
96
$1.28M 0.15%
19,080
+1,300
97
$1.26M 0.15%
5,736
-363
98
$1.19M 0.14%
40,460
-10,266
99
$1.19M 0.14%
3,056
-57
100
$1.13M 0.13%
18,886
+10,519
2 3
4
5 6