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
$346M
AUM Growth
-$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.46M
3
+$2.05M
4
CTSH icon
Cognizant
CTSH
+$2M
5
SYK icon
Stryker
SYK
+$1.97M

Top Sells

1
+$2.53M
2
+$2.26M
3
+$2.09M
4
PVH icon
PVH
PVH
+$1.91M
5
CPRI icon
Capri Holdings
CPRI
+$1.62M

Sector Composition

1 Financials 13.02%
2 Technology 12.13%
3 Healthcare 10.2%
4 Industrials 8.89%
5 Consumer Discretionary 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$922K 0.27%
+26,890
102
$912K 0.26%
11,060
+30
103
$909K 0.26%
27,310
+60
104
$896K 0.26%
23,400
-34,953
105
$891K 0.26%
15,487
+45
106
$888K 0.26%
16,182
+1,600
107
$887K 0.26%
33,350
+6,815
108
$885K 0.26%
8,050
-1,117
109
$884K 0.26%
21,015
+55
110
$862K 0.25%
+19,575
111
$834K 0.24%
9,655
+15
112
$832K 0.24%
23,668
+23
113
$830K 0.24%
28,573
-885
114
$829K 0.24%
+31,880
115
$823K 0.24%
22,120
+1,365
116
$810K 0.23%
+10,180
117
$803K 0.23%
12,081
+1,120
118
$803K 0.23%
14,509
-14,510
119
$784K 0.23%
18,315
+1,155
120
$783K 0.23%
5,215
+5
121
$765K 0.22%
5,536
-165
122
$765K 0.22%
5,108
+15
123
$753K 0.22%
2,275
+10
124
$753K 0.22%
9,304
+40
125
$746K 0.22%
4,649
-5,040
3 4
5
6 7