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
$2B
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$10.4M
3
+$9.58M
4
MCO icon
Moody's
MCO
+$9.58M
5
DKNG icon
DraftKings
DKNG
+$9.28M

Top Sells

1
+$16.2M
2
+$11.9M
3
+$11.6M
4
XOM icon
Exxon Mobil
XOM
+$11.5M
5
CZR icon
Caesars Entertainment
CZR
+$10.8M

Sector Composition

1 Technology 26.02%
2 Consumer Discretionary 8.38%
3 Financials 7.67%
4 Communication Services 6.32%
5 Healthcare 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.83M 0.19%
151,194
-1,613
77
$3.82M 0.19%
9,507
+110
78
$3.68M 0.18%
6,839
+157
79
$3.49M 0.17%
45,616
+6,612
80
$3.32M 0.17%
132,233
-807
81
$3.04M 0.15%
39,308
-1,160
82
$2.94M 0.15%
11,956
-7,817
83
$2.89M 0.14%
5,048
+2,603
84
$2.81M 0.14%
94,190
+37,796
85
$2.74M 0.14%
5,365
+270
86
$2.68M 0.13%
16,089
+3,663
87
$2.67M 0.13%
4,677
+20
88
$2.62M 0.13%
50,877
+19,914
89
$2.39M 0.12%
5,350
-3,909
90
$2.35M 0.12%
13,688
+199
91
$2.27M 0.11%
21,075
-106,521
92
$2.19M 0.11%
3,157
-1,322
93
$2.19M 0.11%
6,788
-1,639
94
$2.18M 0.11%
20,517
+8,265
95
$2.18M 0.11%
4,134
+80
96
$2.12M 0.11%
37,437
+10,565
97
$2.03M 0.1%
11,497
-49,234
98
$2.03M 0.1%
+7,840
99
$2M 0.1%
69,190
-13,608
100
$1.99M 0.1%
20,024
-119,488
2 3
4
5 6