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
$1.16B
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$15.1M
3
+$11.2M
4
MSFT icon
Microsoft
MSFT
+$7.28M
5
AAPL icon
Apple
AAPL
+$3.95M

Top Sells

1
+$4.8M
2
+$4.44M
3
+$3.34M
4
XYZ
Block Inc
XYZ
+$2.23M
5
SLB icon
SLB Limited
SLB
+$1.76M

Sector Composition

1 Technology 20.92%
2 Healthcare 9.89%
3 Consumer Discretionary 7.9%
4 Financials 7.59%
5 Industrials 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.19M 0.27%
19,495
-2,590
77
$3.04M 0.26%
6,432
-461
78
$3M 0.26%
10,532
-231
79
$2.99M 0.26%
15,928
-542
80
$2.98M 0.26%
67,988
-2,637
81
$2.91M 0.25%
27,849
-112
82
$2.77M 0.24%
55,608
-5,450
83
$2.75M 0.24%
171,543
84
$2.59M 0.22%
9,707
+242
85
$2.58M 0.22%
20,471
+25
86
$2.56M 0.22%
17,663
-188
87
$2.45M 0.21%
43,774
-397
88
$2.42M 0.21%
9,064
+7,000
89
$2.37M 0.2%
26,190
-14,905
90
$2.32M 0.2%
47,116
+20,825
91
$2.29M 0.2%
10,910
+140
92
$2.21M 0.19%
11,198
+410
93
$2.14M 0.18%
32,018
-2,269
94
$2.02M 0.17%
6,208
95
$2.02M 0.17%
29,418
-12,803
96
$2M 0.17%
8,673
-1,133
97
$1.97M 0.17%
28,951
-306
98
$1.95M 0.17%
22,356
+432
99
$1.93M 0.17%
11,296
100
$1.88M 0.16%
4,525
-420
2 3
4
5 6