CWM
Calamos Wealth Management Portfolio holdings
AUM
$2.35B
This Quarter Return
+4.72%
1 Year Return
+20.32%
3 Year Return
+90.32%
5 Year Return
+151.32%
10 Year Return
+323.19%
AUM
$741M
AUM Growth
+$741M
(+5.9%)
Cap. Flow
+$11.3M
Cap. Flow
% of AUM
1.53%
Top 10 Holdings %
Top 10 Hldgs %
37.62%
Holding
252
New
13
Increased
55
Reduced
97
Closed
8
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$7.28M |
| 2 |
Coca-Cola
KO
|
$6.34M |
| 3 |
Waste Management
WM
|
$5.98M |
| 4 |
Fidelity National Information Services
FIS
|
$3.73M |
| 5 |
Humana
HUM
|
$3.17M |
Top Sells
| 1 |
Aptiv
APTV
|
$3.2M |
| 2 |
Mondelez International
MDLZ
|
$3.02M |
| 3 |
RTN
Raytheon Company
RTN
|
$2.86M |
| 4 |
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% |
