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
$741M
AUM Growth
+$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$7.28M
2
+$6.34M
3
+$5.98M
4
FIS icon
Fidelity National Information Services
FIS
+$3.73M
5
HUM icon
Humana
HUM
+$3.17M

Top Sells

1
+$3.2M
2
+$3.02M
3
+$2.86M
4
DE icon
Deere & Co
DE
+$2.82M
5
WCG
Wellcare Health Plans, Inc.
WCG
+$2.78M

Sector Composition

1 Technology 12.11%
2 Financials 10.44%
3 Healthcare 9.76%
4 Consumer Discretionary 6.97%
5 Communication Services 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.1M 0.15%
12,563
+4,399
102
$1.08M 0.15%
2,938
-179
103
$1.08M 0.15%
5,473
-671
104
$1.07M 0.14%
37,531
+1,678
105
$1.07M 0.14%
6,162
-16,481
106
$1.05M 0.14%
9,193
-1,132
107
$1.05M 0.14%
9,387
-698
108
$1.04M 0.14%
5,082
-509
109
$1.02M 0.14%
547
-84
110
$1.02M 0.14%
925
-32
111
$1.02M 0.14%
4,965
112
$1.01M 0.14%
16,335
-1,095
113
$990K 0.13%
18,495
-680
114
$987K 0.13%
18,260
+1,420
115
$956K 0.13%
29,966
-5,232
116
$944K 0.13%
5,998
+1,229
117
$902K 0.12%
880
-2
118
$887K 0.12%
3,027
+568
119
$869K 0.12%
8,728
+800
120
$839K 0.11%
4,963
-370
121
$838K 0.11%
8,289
-505
122
$803K 0.11%
+14,526
123
$754K 0.1%
29,223
-3,342
124
$736K 0.1%
7,904
-1,355
125
$706K 0.1%
+12,382
3 4
5
6 7