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
$1.59B
AUM Growth
+$270M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$72.9M
2
+$38.2M
3
+$12.3M
4
MS icon
Morgan Stanley
MS
+$11.8M
5
SO icon
Southern Company
SO
+$10.6M

Top Sells

1
+$12.1M
2
+$11.2M
3
+$8.88M
4
PLD icon
Prologis
PLD
+$7.38M
5
ZBH icon
Zimmer Biomet
ZBH
+$7.15M

Sector Composition

1 Technology 23.29%
2 Healthcare 8.35%
3 Consumer Discretionary 7.23%
4 Financials 7.11%
5 Communication Services 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.41M 0.28%
27,222
-246
77
$4.28M 0.27%
17,243
-181
78
$3.83M 0.24%
8,987
+89
79
$3.7M 0.23%
17,345
80
$3.28M 0.21%
81,584
+361
81
$2.96M 0.19%
9,780
-172
82
$2.8M 0.18%
6,421
+79
83
$2.73M 0.17%
1,738
+226
84
$2.72M 0.17%
17,610
+4,588
85
$2.72M 0.17%
3,594
+1,007
86
$2.62M 0.16%
33,579
+7,993
87
$2.54M 0.16%
17,357
-78
88
$2.5M 0.16%
5,402
-19
89
$2.4M 0.15%
+30,550
90
$2.31M 0.15%
8,814
-1,355
91
$2.28M 0.14%
7,692
-448
92
$2.28M 0.14%
21,926
+535
93
$2.15M 0.14%
27,390
+670
94
$2.13M 0.13%
27,462
+983
95
$2.13M 0.13%
6,079
-31
96
$2.13M 0.13%
26,591
+6,086
97
$2.11M 0.13%
44,885
+15,217
98
$1.98M 0.12%
5,853
+1,371
99
$1.91M 0.12%
19,902
-1,065
100
$1.87M 0.12%
4,555
+76
2 3
4
5 6