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
$874M
AUM Growth
+$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$7.69M
2
+$6.44M
3
+$5.47M
4
PAYC icon
Paycom
PAYC
+$4.36M
5
PYPL icon
PayPal
PYPL
+$4.18M

Top Sells

1
+$6.87M
2
+$4.98M
3
+$4.97M
4
APD icon
Air Products & Chemicals
APD
+$4.68M
5
BAX icon
Baxter International
BAX
+$3.44M

Sector Composition

1 Technology 21.62%
2 Healthcare 9.68%
3 Consumer Discretionary 8.29%
4 Financials 8.26%
5 Communication Services 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.18M 0.14%
22,854
-7,493
102
$1.17M 0.13%
20,546
+1,620
103
$1.16M 0.13%
20,193
104
$1.14M 0.13%
32,930
+6,142
105
$1.12M 0.13%
3,650
106
$1.11M 0.13%
10,890
+1,750
107
$1.11M 0.13%
3,002
+585
108
$1.11M 0.13%
46,581
+6,222
109
$1.07M 0.12%
18,380
110
$1.03M 0.12%
4,933
+30
111
$1.03M 0.12%
2,676
-61
112
$1.02M 0.12%
29,193
-5,098
113
$1.01M 0.12%
3,215
-249
114
$987K 0.11%
16,215
+2,840
115
$939K 0.11%
18,799
+3,418
116
$934K 0.11%
9,337
-418
117
$934K 0.11%
+14,425
118
$929K 0.11%
5,624
-90
119
$914K 0.1%
5,513
-456
120
$908K 0.1%
3,273
+1
121
$905K 0.1%
1,867
-38
122
$895K 0.1%
9,764
+1,694
123
$893K 0.1%
16,480
-1,020
124
$869K 0.1%
77,896
+16,506
125
$858K 0.1%
121,194
+65,625
3 4
5
6 7