CWM

Calamos Wealth Management Portfolio holdings

AUM $2.76B
1-Year Est. Return 25.23%
This Quarter Est. Return
1 Year Est. Return
+25.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.77B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$20.5M
3
+$10.6M
4
SBUX icon
Starbucks
SBUX
+$10.5M
5
SHW icon
Sherwin-Williams
SHW
+$9.63M

Top Sells

1
+$11.6M
2
+$10.9M
3
+$10.1M
4
DHR icon
Danaher
DHR
+$9.32M
5
AMD icon
Advanced Micro Devices
AMD
+$7.82M

Sector Composition

1 Technology 23.46%
2 Healthcare 8.33%
3 Consumer Discretionary 7.75%
4 Financials 7.5%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.06M 0.12%
7,314
-378
102
$1.98M 0.11%
4,452
-103
103
$1.92M 0.11%
37,375
+6,702
104
$1.91M 0.11%
24,710
-8,869
105
$1.88M 0.11%
28,073
+7,218
106
$1.85M 0.1%
+7,369
107
$1.84M 0.1%
8,769
+4,836
108
$1.75M 0.1%
4,022
-1,831
109
$1.74M 0.1%
+6,591
110
$1.73M 0.1%
20,521
-6,941
111
$1.66M 0.09%
43,562
112
$1.63M 0.09%
13,297
+1,396
113
$1.59M 0.09%
8,724
-1,942
114
$1.54M 0.09%
6,088
-4
115
$1.53M 0.09%
54,970
+460
116
$1.48M 0.08%
8,432
-600
117
$1.48M 0.08%
12,691
-3,635
118
$1.45M 0.08%
7,891
119
$1.44M 0.08%
6,934
+53
120
$1.43M 0.08%
27,707
-3,921
121
$1.4M 0.08%
+4,160
122
$1.37M 0.08%
+7,992
123
$1.34M 0.08%
35,252
-4,697
124
$1.33M 0.07%
5,123
+56
125
$1.29M 0.07%
21,282
-388
3 4
5
6 7