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
$1.77B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$20.5M
3
+$10.6M
4
SBUX icon
Starbucks
SBUX
+$10.5M
5
SHW icon
Sherwin-Williams
SHW
+$9.63M

Top Sells

1
+$11.6M
2
+$10.9M
3
+$10.1M
4
DHR icon
Danaher
DHR
+$9.32M
5
AMD icon
Advanced Micro Devices
AMD
+$7.82M

Sector Composition

1 Technology 23.46%
2 Healthcare 8.33%
3 Consumer Discretionary 7.75%
4 Financials 7.5%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.4M 0.25%
68,779
-4,047
77
$3.96M 0.22%
17,345
78
$3.8M 0.21%
21,633
+4,390
79
$3.55M 0.2%
26,067
+4,141
80
$3.53M 0.2%
824,714
81
$3.52M 0.2%
3,625
+31
82
$3.49M 0.2%
45,510
-15,227
83
$3.43M 0.19%
17,596
-14
84
$3.35M 0.19%
81,584
85
$3.21M 0.18%
9,532
-248
86
$3.18M 0.18%
44,790
-95
87
$3.17M 0.18%
6,592
+171
88
$2.94M 0.16%
18,095
+738
89
$2.88M 0.16%
5,369
-33
90
$2.86M 0.16%
40,659
+19,403
91
$2.67M 0.15%
1,767
+29
92
$2.65M 0.15%
27,300
-90
93
$2.64M 0.15%
51,216
-195,244
94
$2.57M 0.14%
23,881
-107,999
95
$2.54M 0.14%
8,828
+14
96
$2.49M 0.14%
+30,000
97
$2.2M 0.12%
26,511
-80
98
$2.13M 0.12%
6,144
+65
99
$2.12M 0.12%
301,829
+205,372
100
$2.11M 0.12%
4,385
-4,602
2 3
4
5 6