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
$1.59B
AUM Growth
+$270M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$72.9M
2
+$38.2M
3
+$12.3M
4
MS icon
Morgan Stanley
MS
+$11.8M
5
SO icon
Southern Company
SO
+$10.6M

Top Sells

1
+$12.1M
2
+$11.2M
3
+$8.88M
4
PLD icon
Prologis
PLD
+$7.38M
5
ZBH icon
Zimmer Biomet
ZBH
+$7.15M

Sector Composition

1 Technology 23.29%
2 Healthcare 8.35%
3 Consumer Discretionary 7.23%
4 Financials 7.11%
5 Communication Services 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.81M 0.11%
55,288
+4,916
102
$1.66M 0.1%
41,887
+1,982
103
$1.65M 0.1%
10,666
-1,328
104
$1.65M 0.1%
87,145
+2,280
105
$1.63M 0.1%
16,326
+734
106
$1.62M 0.1%
43,562
107
$1.57M 0.1%
30,673
-7,564
108
$1.57M 0.1%
54,510
-9,760
109
$1.54M 0.1%
+31,628
110
$1.53M 0.1%
9,032
-567
111
$1.5M 0.09%
+16,125
112
$1.48M 0.09%
+21,256
113
$1.41M 0.09%
7,891
+61
114
$1.4M 0.09%
37,494
+6,054
115
$1.38M 0.09%
50,585
+1,607
116
$1.37M 0.09%
6,092
+4
117
$1.37M 0.09%
+20,855
118
$1.35M 0.08%
39,949
-360,264
119
$1.32M 0.08%
6,881
+1
120
$1.29M 0.08%
3,223
-301
121
$1.26M 0.08%
62,653
+3,298
122
$1.26M 0.08%
145,763
+6,505
123
$1.23M 0.08%
18,273
-5,851
124
$1.2M 0.08%
5,067
125
$1.2M 0.08%
21,670
+5,545
3 4
5
6 7