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
$874M
AUM Growth
+$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$7.69M
2
+$6.44M
3
+$5.47M
4
PAYC icon
Paycom
PAYC
+$4.36M
5
PYPL icon
PayPal
PYPL
+$4.18M

Top Sells

1
+$6.87M
2
+$4.98M
3
+$4.97M
4
APD icon
Air Products & Chemicals
APD
+$4.68M
5
BAX icon
Baxter International
BAX
+$3.44M

Sector Composition

1 Technology 21.62%
2 Healthcare 9.68%
3 Consumer Discretionary 8.29%
4 Financials 8.26%
5 Communication Services 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.12M 0.24%
26,179
+3,706
77
$1.96M 0.22%
1,807
-138
78
$1.81M 0.21%
8,344
+191
79
$1.8M 0.21%
32,705
+18,046
80
$1.69M 0.19%
11,000
81
$1.63M 0.19%
21,718
+17,086
82
$1.61M 0.18%
6,411
-276
83
$1.6M 0.18%
3,192
-16
84
$1.55M 0.18%
11,594
+179
85
$1.53M 0.18%
11,076
-517
86
$1.46M 0.17%
19,920
+160
87
$1.46M 0.17%
6,464
-57
88
$1.44M 0.16%
26,498
+11,361
89
$1.37M 0.16%
23,882
+15,803
90
$1.36M 0.16%
+7,531
91
$1.32M 0.15%
895
-45
92
$1.31M 0.15%
5,168
-75
93
$1.31M 0.15%
16,515
-42,983
94
$1.27M 0.15%
6,778
+189
95
$1.25M 0.14%
8,121
-1,521
96
$1.25M 0.14%
5,852
+1,593
97
$1.21M 0.14%
7,272
+4,004
98
$1.2M 0.14%
19,704
-546
99
$1.2M 0.14%
2,438
+1,761
100
$1.2M 0.14%
25,847
+2,039
2 3
4
5 6