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
$1.87B
AUM Growth
+$95.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$10.5M
3
+$10.2M
4
MRVL icon
Marvell Technology
MRVL
+$9.33M
5
EMR icon
Emerson Electric
EMR
+$9.1M

Top Sells

1
+$12.2M
2
+$9.13M
3
+$9.03M
4
AMD icon
Advanced Micro Devices
AMD
+$8.73M
5
DAL icon
Delta Air Lines
DAL
+$8.7M

Sector Composition

1 Technology 25.59%
2 Healthcare 7.81%
3 Consumer Discretionary 7.36%
4 Financials 6.79%
5 Communication Services 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.95M 0.1%
11,092
+3,100
102
$1.88M 0.1%
5,994
+1,834
103
$1.86M 0.1%
32,825
+13,471
104
$1.85M 0.1%
16,030
+3,339
105
$1.8M 0.1%
4,406
+384
106
$1.79M 0.1%
4,063
-322
107
$1.78M 0.09%
8,769
108
$1.69M 0.09%
30,250
+2,543
109
$1.67M 0.09%
10,506
+8,758
110
$1.66M 0.09%
20,521
111
$1.66M 0.09%
6,498
-816
112
$1.6M 0.09%
6,598
+510
113
$1.53M 0.08%
14,381
-9,500
114
$1.51M 0.08%
4,990
-1,154
115
$1.46M 0.08%
52,085
-2,885
116
$1.44M 0.08%
7,891
117
$1.43M 0.08%
1,733
+10
118
$1.41M 0.08%
16,112
+88
119
$1.4M 0.07%
8,159
-565
120
$1.38M 0.07%
17,718
-117,258
121
$1.31M 0.07%
24,379
+3,267
122
$1.29M 0.07%
25,174
-12,201
123
$1.26M 0.07%
113,930
124
$1.25M 0.07%
18,100
125
$1.25M 0.07%
5,853
-313
3 4
5
6 7