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
$1.95B
AUM Growth
+$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$10.3M
3
+$8.66M
4
SNOW icon
Snowflake
SNOW
+$8.18M
5
MSFT icon
Microsoft
MSFT
+$6.61M

Top Sells

1
+$14.7M
2
+$9.33M
3
+$9.25M
4
DXCM icon
DexCom
DXCM
+$7.52M
5
LULU icon
lululemon athletica
LULU
+$6.96M

Sector Composition

1 Technology 24.69%
2 Consumer Discretionary 7.29%
3 Financials 7.21%
4 Healthcare 7.16%
5 Communication Services 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.74M 0.24%
27,307
-2,683
77
$4.54M 0.23%
98,937
+11,356
78
$4.53M 0.23%
19,773
+671
79
$4.2M 0.21%
17,685
+340
80
$3.86M 0.2%
824,668
81
$3.83M 0.2%
+152,807
82
$3.73M 0.19%
4,479
+152
83
$3.71M 0.19%
31,155
-18,712
84
$3.53M 0.18%
9,397
+1,108
85
$3.53M 0.18%
6,682
+90
86
$3.41M 0.17%
9,259
+2,054
87
$3.35M 0.17%
39,004
-5,449
88
$3.3M 0.17%
+133,040
89
$3.18M 0.16%
40,468
-2,343
90
$2.93M 0.15%
16,924
-449
91
$2.65M 0.14%
8,427
-187
92
$2.49M 0.13%
5,095
+685
93
$2.41M 0.12%
13,489
+2,397
94
$2.34M 0.12%
12,426
+1,920
95
$2.3M 0.12%
4,657
-619
96
$2.19M 0.11%
23,606
-25,377
97
$2.17M 0.11%
82,798
+45,578
98
$2.13M 0.11%
4,523
+117
99
$2.1M 0.11%
34,074
+1,249
100
$2.09M 0.11%
+668,738
2 3
4
5 6