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
$1.28B
AUM Growth
+$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.73M
3
+$5.66M
4
MDLZ icon
Mondelez International
MDLZ
+$5.31M
5
DHR icon
Danaher
DHR
+$4.15M

Top Sells

1
+$18.1M
2
+$8.12M
3
+$6.77M
4
EQIX icon
Equinix
EQIX
+$6.62M
5
LH icon
Labcorp
LH
+$6.43M

Sector Composition

1 Technology 23.79%
2 Consumer Discretionary 13.65%
3 Financials 10.37%
4 Healthcare 7.67%
5 Communication Services 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.24M 0.17%
15,340
+1,420
102
$2.21M 0.17%
13,304
+1,545
103
$2.16M 0.17%
9,526
+269
104
$2.1M 0.16%
27,834
105
$2.04M 0.16%
33,733
+2,124
106
$2.04M 0.16%
132,778
+7,915
107
$2M 0.16%
786,454
+771,952
108
$1.95M 0.15%
27,708
-1,835
109
$1.95M 0.15%
8,127
+461
110
$1.9M 0.15%
107,168
+25,071
111
$1.89M 0.15%
45,130
+9,124
112
$1.86M 0.14%
6,767
-4,797
113
$1.75M 0.14%
60,000
114
$1.75M 0.14%
22,709
+1,179
115
$1.73M 0.13%
5,852
+24
116
$1.65M 0.13%
53,252
+4,903
117
$1.65M 0.13%
28,846
+2,076
118
$1.64M 0.13%
27,121
+35
119
$1.57M 0.12%
5,652
+782
120
$1.55M 0.12%
19,538
121
$1.53M 0.12%
3,030
-10,514
122
$1.52M 0.12%
27,766
-2,938
123
$1.51M 0.12%
44,252
+2,690
124
$1.51M 0.12%
10,165
+881
125
$1.48M 0.12%
71,631
+341
3 4
5
6 7