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
$722M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$4.69M
3
+$4.22M
4
AGN
Allergan plc
AGN
+$4.18M
5
AMT icon
American Tower
AMT
+$3.69M

Top Sells

1
+$22.2M
2
+$7.09M
3
+$4.58M
4
TWX
Time Warner Inc
TWX
+$4.57M
5
AAPL icon
Apple
AAPL
+$3.99M

Sector Composition

1 Financials 11.58%
2 Technology 10.52%
3 Healthcare 8.3%
4 Consumer Discretionary 6.37%
5 Communication Services 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.43M 0.2%
8,146
+2
102
$1.42M 0.2%
8,932
+13
103
$1.39M 0.19%
16,406
104
$1.38M 0.19%
13,836
-370
105
$1.38M 0.19%
14,752
+7
106
$1.34M 0.19%
27,085
-92,643
107
$1.3M 0.18%
997
-9
108
$1.27M 0.18%
1,726
+650
109
$1.26M 0.18%
962
-15
110
$1.26M 0.17%
10,521
+2
111
$1.24M 0.17%
12,800
-12
112
$1.23M 0.17%
23,673
-11,208
113
$1.23M 0.17%
21,916
+388
114
$1.18M 0.16%
4,758
-3
115
$1.13M 0.16%
12,063
-10
116
$1.07M 0.15%
46,453
+216
117
$1.06M 0.15%
22,020
-540
118
$984K 0.14%
24,210
+7,314
119
$943K 0.13%
3,276
-67
120
$891K 0.12%
11,544
-35,239
121
$839K 0.12%
16,042
-17,580
122
$809K 0.11%
14,641
-163
123
$803K 0.11%
6,189
+223
124
$802K 0.11%
+751
125
$787K 0.11%
4,342
-57
3 4
5
6 7