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
-$6.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$49M
2
+$9.23M
3
+$6.01M
4
NOW icon
ServiceNow
NOW
+$5.35M
5
UAL icon
United Airlines
UAL
+$3.53M

Top Sells

1
+$50.2M
2
+$18M
3
+$12.4M
4
DHR icon
Danaher
DHR
+$9.9M
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$8.37M

Sector Composition

1 Technology 22.72%
2 Healthcare 8.82%
3 Consumer Discretionary 8.48%
4 Financials 6.99%
5 Consumer Staples 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.83M 0.14%
26,119
102
$1.79M 0.14%
6,279
-333
103
$1.79M 0.14%
11,240
+959
104
$1.78M 0.14%
16,221
-4,985
105
$1.73M 0.14%
9,485
-423
106
$1.65M 0.13%
4,632
-18
107
$1.52M 0.12%
3,691
-281
108
$1.51M 0.12%
28,540
-4,350
109
$1.48M 0.12%
81,650
-4,835
110
$1.45M 0.11%
6,815
-3
111
$1.43M 0.11%
12,756
-182
112
$1.4M 0.11%
+43,562
113
$1.33M 0.1%
500
114
$1.32M 0.1%
4,099
+68
115
$1.31M 0.1%
+236,098
116
$1.3M 0.1%
+12,695
117
$1.25M 0.1%
45,338
-2,698
118
$1.19M 0.09%
4,165
-256
119
$1.17M 0.09%
7,830
120
$1.14M 0.09%
5,582
-600
121
$1.13M 0.09%
19,412
122
$1.12M 0.09%
16,064
+1,335
123
$1.11M 0.09%
22,635
+13,814
124
$1.09M 0.09%
24,778
+7,908
125
$1.08M 0.08%
3,428
-188
3 4
5
6 7