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
$306M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.73M
3
+$2.54M
4
TUP
Tupperware Brands Corporation
TUP
+$1.97M
5
AIG icon
American International
AIG
+$1.75M

Top Sells

1
+$2.92M
2
+$2.74M
3
+$2.68M
4
TROW icon
T. Rowe Price
TROW
+$2.63M
5
BEN icon
Franklin Resources
BEN
+$1.92M

Sector Composition

1 Consumer Discretionary 11.75%
2 Technology 11.34%
3 Financials 11.09%
4 Industrials 7.51%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$699K 0.23%
13,974
+3,185
102
$697K 0.23%
+11,603
103
$693K 0.23%
6,576
+235
104
$691K 0.23%
+11,483
105
$680K 0.22%
13,458
+1,676
106
$679K 0.22%
8,720
+253
107
$677K 0.22%
+79,000
108
$677K 0.22%
12,595
+7,225
109
$676K 0.22%
+9,944
110
$673K 0.22%
19,950
+1,935
111
$668K 0.22%
12,498
+435
112
$660K 0.22%
19,285
+645
113
$650K 0.21%
+9,077
114
$649K 0.21%
8,592
+315
115
$641K 0.21%
+8,149
116
$641K 0.21%
4,918
+154
117
$639K 0.21%
22,668
+380
118
$622K 0.2%
24,335
+4,505
119
$615K 0.2%
53,005
+41,330
120
$614K 0.2%
12,750
+454
121
$614K 0.2%
21,863
+2,633
122
$611K 0.2%
+9,715
123
$606K 0.2%
4,692
-1,205
124
$605K 0.2%
+21,653
125
$596K 0.19%
78,000
+17,520
3 4
5
6 7