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
$748M
AUM Growth
+$6.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$3.67M
3
+$3.45M
4
MSFT icon
Microsoft
MSFT
+$3.4M
5
NVDA icon
NVIDIA
NVDA
+$2.91M

Top Sells

1
+$5.74M
2
+$3.61M
3
+$3.3M
4
APD icon
Air Products & Chemicals
APD
+$2.89M
5
CSCO icon
Cisco
CSCO
+$2.78M

Sector Composition

1 Technology 12.81%
2 Financials 10.39%
3 Healthcare 8.97%
4 Communication Services 6.7%
5 Consumer Discretionary 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.1M 0.15%
4,966
-116
102
$1.09M 0.15%
5,239
-24
103
$1.09M 0.15%
9,189
-198
104
$1.08M 0.14%
17,780
-480
105
$1.08M 0.14%
12,253
-310
106
$1.07M 0.14%
4,953
-12
107
$1.05M 0.14%
11,935
-3,465
108
$1.03M 0.14%
908
-17
109
$1.02M 0.14%
+20,255
110
$999K 0.13%
18,130
-365
111
$998K 0.13%
35,991
-1,540
112
$990K 0.13%
15,985
-350
113
$939K 0.13%
3,166
+139
114
$905K 0.12%
14,646
+120
115
$890K 0.12%
8,728
116
$859K 0.11%
31,130
-17,970
117
$854K 0.11%
37,005
+7,782
118
$852K 0.11%
14,690
-4,975
119
$814K 0.11%
8,100
-189
120
$813K 0.11%
5,017
+54
121
$781K 0.1%
866
-14
122
$775K 0.1%
2,897
-41
123
$744K 0.1%
489
-355
124
$735K 0.1%
12,132
-250
125
$716K 0.1%
3,702
+2,181
3 4
5
6 7