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CWM

Calamos Wealth Management Portfolio holdings

AUM $2.9B
1-Year Est. Return 25.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.76B
AUM Growth
+$409M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$47.3M
2
+$31.8M
3
+$20.3M
4
CVX icon
Chevron
CVX
+$19.2M
5
TXN icon
Texas Instruments
TXN
+$17.5M

Top Sells

1
+$27.9M
2
+$19.2M
3
+$15M
4
EMR icon
Emerson Electric
EMR
+$14.3M
5
ZTS icon
Zoetis
ZTS
+$12.8M

Sector Composition

1 Technology 27.1%
2 Communication Services 8.36%
3 Financials 8.32%
4 Consumer Discretionary 7.66%
5 Healthcare 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.41M 0.23%
54,736
+1,672
77
$6.33M 0.23%
8,811
+27
78
$6.11M 0.22%
29,841
+703
79
$5.92M 0.21%
80,676
+680
80
$5.84M 0.21%
52,871
+160
81
$5.72M 0.21%
9,534
+400
82
$5.69M 0.21%
19,114
-2,986
83
$5.65M 0.2%
39,699
-90,691
84
$5.49M 0.2%
102,893
85
$4.82M 0.17%
42,741
+5,047
86
$4.54M 0.16%
17,855
-41
87
$4.16M 0.15%
5,384
+28
88
$4.15M 0.15%
23,226
+7,220
89
$3.97M 0.14%
29,668
+3,734
90
$3.81M 0.14%
143,035
+10,684
91
$3.8M 0.14%
10,400
+1,474
92
$3.78M 0.14%
66,403
-344,879
93
$3.65M 0.13%
136,492
+8,435
94
$3.63M 0.13%
+14,717
95
$3.6M 0.13%
6,330
+1,857
96
$3.59M 0.13%
7,201
+145
97
$3.54M 0.13%
23,054
+187
98
$3.47M 0.13%
12,971
-4,907
99
$3.43M 0.12%
11,403
-7,934
100
$3.41M 0.12%
14,729
+6,298
2 3
4
5 6