CWM

Calamos Wealth Management Portfolio holdings

AUM $2.35B
1-Year Est. Return 20.32%
This Quarter Est. Return
1 Year Est. Return
+20.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$351M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.22M
3
+$2.67M
4
MSFT icon
Microsoft
MSFT
+$1.94M
5
SWH
Stanley Black & Decker, Inc.
SWH
+$1.78M

Top Sells

1
+$2.92M
2
+$2.89M
3
+$1.82M
4
DEO icon
Diageo
DEO
+$1.8M
5
AMG icon
Affiliated Managers Group
AMG
+$1.66M

Sector Composition

1 Consumer Discretionary 11.68%
2 Technology 11.54%
3 Financials 11.53%
4 Industrials 9.87%
5 Healthcare 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$961K 0.27%
68,796
-1,140
102
$957K 0.27%
14,582
-350
103
$956K 0.27%
13,006
-39,694
104
$947K 0.27%
24,305
-19,495
105
$941K 0.27%
9,170
+60
106
$897K 0.26%
15,442
+340
107
$894K 0.26%
20,889
-970
108
$874K 0.25%
10,670
-165
109
$868K 0.25%
29,458
-45,317
110
$861K 0.25%
9,640
-150
111
$830K 0.24%
+17,160
112
$818K 0.23%
20,755
-2,275
113
$810K 0.23%
20,960
-820
114
$809K 0.23%
9,264
-190
115
$807K 0.23%
23,645
-994
116
$802K 0.23%
64,920
+12,315
117
$796K 0.23%
10,961
-24
118
$795K 0.23%
13,850
+290
119
$794K 0.23%
26,309
+549
120
$790K 0.23%
5,271
-213
121
$769K 0.22%
+11,005
122
$763K 0.22%
21,380
-885
123
$760K 0.22%
+18,285
124
$759K 0.22%
+5,210
125
$749K 0.21%
17,001
-628
3 4
5
6 7