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
$1.87B
AUM Growth
+$95.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$10.5M
3
+$10.2M
4
MRVL icon
Marvell Technology
MRVL
+$9.33M
5
EMR icon
Emerson Electric
EMR
+$9.1M

Top Sells

1
+$12.2M
2
+$9.13M
3
+$9.03M
4
AMD icon
Advanced Micro Devices
AMD
+$8.73M
5
DAL icon
Delta Air Lines
DAL
+$8.7M

Sector Composition

1 Technology 25.59%
2 Healthcare 7.81%
3 Consumer Discretionary 7.36%
4 Financials 6.79%
5 Communication Services 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.43M 0.24%
4,327
+702
77
$4.41M 0.23%
62,247
-6,532
78
$4.24M 0.23%
23,174
-11,000
79
$4.12M 0.22%
48,983
+4,193
80
$3.85M 0.21%
19,102
+1,506
81
$3.82M 0.2%
19,328
-2,305
82
$3.78M 0.2%
17,345
83
$3.73M 0.2%
87,581
+5,997
84
$3.6M 0.19%
44,453
+3,794
85
$3.3M 0.18%
6,592
86
$3.28M 0.18%
42,811
-2,699
87
$3.08M 0.16%
5,276
-93
88
$3.02M 0.16%
8,289
-1,243
89
$3M 0.16%
222,057
-79,772
90
$2.87M 0.15%
17,373
-722
91
$2.81M 0.15%
26,370
-930
92
$2.79M 0.15%
824,668
-46
93
$2.56M 0.14%
8,614
-214
94
$2.45M 0.13%
30,000
95
$2.42M 0.13%
28,979
+2,468
96
$2.4M 0.13%
36,281
+8,208
97
$2.26M 0.12%
7,205
+614
98
$2.22M 0.12%
+103,452
99
$2.11M 0.11%
4,410
-42
100
$1.97M 0.11%
38,514
-12,702
2 3
4
5 6