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
$1.1B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$38.6M
2
+$25.4M
3
+$7.75M
4
HES
Hess
HES
+$6.49M
5
CB icon
Chubb
CB
+$6.46M

Top Sells

1
+$7.47M
2
+$6.17M
3
+$5.62M
4
CSCO icon
Cisco
CSCO
+$4.59M
5
AIG icon
American International
AIG
+$4.53M

Sector Composition

1 Technology 23.4%
2 Financials 9.81%
3 Healthcare 8.75%
4 Consumer Discretionary 8.11%
5 Communication Services 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.1M 0.28%
6,200
-12
77
$3.07M 0.28%
22,039
+1,953
78
$2.53M 0.23%
68,630
+39,437
79
$2.46M 0.22%
44,527
+11,822
80
$2.28M 0.21%
4,680
+1,678
81
$2.28M 0.21%
6,055
+75
82
$2.26M 0.21%
9,704
+2,351
83
$2.21M 0.2%
10,323
+599
84
$2.19M 0.2%
9,089
+745
85
$2.14M 0.2%
11,000
86
$1.92M 0.18%
9,635
+1,514
87
$1.91M 0.17%
30,970
+11,266
88
$1.88M 0.17%
3,412
+1,545
89
$1.83M 0.17%
20,860
+940
90
$1.8M 0.16%
21,713
-5
91
$1.78M 0.16%
13,689
+3,925
92
$1.75M 0.16%
8,242
+1,464
93
$1.73M 0.16%
8,090
+2,466
94
$1.69M 0.15%
11,594
95
$1.63M 0.15%
26,525
+27
96
$1.61M 0.15%
44,628
+7,030
97
$1.61M 0.15%
24,359
+3,813
98
$1.57M 0.14%
10,591
-485
99
$1.56M 0.14%
110,634
+32,738
100
$1.55M 0.14%
928
-879
2 3
4
5 6