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
$423M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$4.71M
2
+$3.58M
3
+$3.08M
4
HON icon
Honeywell
HON
+$2.27M
5
CSX icon
CSX Corp
CSX
+$2.09M

Top Sells

1
+$2.83M
2
+$2.5M
3
+$2.34M
4
CMI icon
Cummins
CMI
+$2.33M
5
C icon
Citigroup
C
+$2.07M

Sector Composition

1 Technology 12.99%
2 Healthcare 12.65%
3 Financials 10.48%
4 Industrials 8.61%
5 Consumer Discretionary 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.21M 0.29%
54,107
+39,383
102
$1.21M 0.29%
+1,871
103
$1.21M 0.29%
10,209
+1,849
104
$1.21M 0.28%
11,673
+258
105
$1.17M 0.28%
24,055
+803
106
$1.16M 0.27%
16,455
+12,031
107
$1.14M 0.27%
18,643
-10,507
108
$1.12M 0.26%
9,692
+312
109
$1.09M 0.26%
27,917
+2,181
110
$1.08M 0.26%
17,433
+663
111
$1.08M 0.26%
13,736
+1,632
112
$1.06M 0.25%
55,150
+5,439
113
$1.03M 0.24%
14,870
+166
114
$1.03M 0.24%
8,233
+280
115
$1.01M 0.24%
27,389
-10,695
116
$967K 0.23%
+24,027
117
$965K 0.23%
18,441
+12,375
118
$943K 0.22%
9,139
+7,040
119
$937K 0.22%
28,805
+15
120
$929K 0.22%
39,285
+28,812
121
$924K 0.22%
27,213
+879
122
$921K 0.22%
16,025
-895
123
$903K 0.21%
5,493
+1,948
124
$894K 0.21%
3,700
+844
125
$891K 0.21%
17,009
+445
3 4
5
6 7