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
$1.28B
AUM Growth
+$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.73M
3
+$5.66M
4
MDLZ icon
Mondelez International
MDLZ
+$5.31M
5
DHR icon
Danaher
DHR
+$4.15M

Top Sells

1
+$18.1M
2
+$8.12M
3
+$6.77M
4
EQIX icon
Equinix
EQIX
+$6.62M
5
LH icon
Labcorp
LH
+$6.43M

Sector Composition

1 Technology 23.79%
2 Consumer Discretionary 13.65%
3 Financials 10.37%
4 Healthcare 7.67%
5 Communication Services 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.92M 0.31%
6,200
77
$3.79M 0.3%
263,351
78
$3.78M 0.29%
15,928
79
$3.72M 0.29%
22,607
+448
80
$3.61M 0.28%
+29,011
81
$3.49M 0.27%
53,660
+36,500
82
$3.46M 0.27%
18,767
+17,000
83
$3.39M 0.26%
28,943
+10,029
84
$3.31M 0.26%
45,000
85
$3.28M 0.26%
5,974
+51
86
$3.02M 0.24%
24,080
+2,560
87
$2.88M 0.22%
+11,879
88
$2.87M 0.22%
34,883
-2,113
89
$2.81M 0.22%
10,367
+531
90
$2.79M 0.22%
210,340
+25,460
91
$2.7M 0.21%
68,841
+1,766
92
$2.65M 0.21%
11,463
+1,412
93
$2.65M 0.21%
19,625
-691
94
$2.61M 0.2%
10,778
-517
95
$2.59M 0.2%
308,131
+18,554
96
$2.54M 0.2%
11,296
97
$2.52M 0.2%
40,033
+217
98
$2.52M 0.2%
6,357
+159
99
$2.46M 0.19%
33,631
+8,210
100
$2.36M 0.18%
18,036
+1,498
2 3
4
5 6