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
$1.16B
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$15.1M
3
+$11.2M
4
MSFT icon
Microsoft
MSFT
+$7.28M
5
AAPL icon
Apple
AAPL
+$3.95M

Top Sells

1
+$4.8M
2
+$4.44M
3
+$3.34M
4
XYZ
Block Inc
XYZ
+$2.23M
5
SLB icon
SLB Limited
SLB
+$1.76M

Sector Composition

1 Technology 20.92%
2 Healthcare 9.89%
3 Consumer Discretionary 7.9%
4 Financials 7.59%
5 Industrials 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.71M 0.15%
35,465
+2,663
102
$1.71M 0.15%
19,826
+7,306
103
$1.67M 0.14%
26,385
+2,527
104
$1.66M 0.14%
30,309
-2,713
105
$1.63M 0.14%
10,874
-357
106
$1.62M 0.14%
9,905
-134
107
$1.57M 0.13%
4,618
108
$1.52M 0.13%
2,993
-62
109
$1.51M 0.13%
65,700
110
$1.47M 0.13%
62,922
-6,916
111
$1.38M 0.12%
10,298
-1,975
112
$1.38M 0.12%
39,624
113
$1.33M 0.11%
3,980
+77
114
$1.28M 0.11%
21,980
-2,461
115
$1.25M 0.11%
34,260
-2,170
116
$1.23M 0.11%
13,308
-119
117
$1.22M 0.1%
+11,432
118
$1.21M 0.1%
19,538
119
$1.2M 0.1%
13,712
-490
120
$1.19M 0.1%
36,061
-3,357
121
$1.19M 0.1%
500
122
$1.11M 0.1%
7,830
123
$1.11M 0.1%
6,182
-936
124
$1.08M 0.09%
74,700
-25,050
125
$1.07M 0.09%
9,080
-783
3 4
5
6 7