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
$1.95B
AUM Growth
+$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$10.3M
3
+$8.66M
4
SNOW icon
Snowflake
SNOW
+$8.18M
5
MSFT icon
Microsoft
MSFT
+$6.61M

Top Sells

1
+$14.7M
2
+$9.33M
3
+$9.25M
4
DXCM icon
DexCom
DXCM
+$7.52M
5
LULU icon
lululemon athletica
LULU
+$6.96M

Sector Composition

1 Technology 24.69%
2 Consumer Discretionary 7.29%
3 Financials 7.21%
4 Healthcare 7.16%
5 Communication Services 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2M 0.1%
4,054
-9
102
$1.98M 0.1%
6,495
-3
103
$1.94M 0.1%
23,810
-2,560
104
$1.94M 0.1%
8,769
105
$1.85M 0.09%
902
+619
106
$1.83M 0.09%
+17,218
107
$1.79M 0.09%
+80,313
108
$1.77M 0.09%
5,019
+29
109
$1.75M 0.09%
8,852
+693
110
$1.75M 0.09%
+26,872
111
$1.73M 0.09%
+126,711
112
$1.71M 0.09%
17,573
-145
113
$1.68M 0.09%
56,394
+27,934
114
$1.68M 0.09%
2,875
+1,992
115
$1.66M 0.09%
30,963
-7,551
116
$1.66M 0.09%
15,976
+12,308
117
$1.58M 0.08%
7,891
118
$1.56M 0.08%
15,000
-15,000
119
$1.55M 0.08%
16,200
+88
120
$1.51M 0.08%
52,005
-80
121
$1.5M 0.08%
26,177
+1,798
122
$1.4M 0.07%
22,481
+2,198
123
$1.36M 0.07%
1,758
+25
124
$1.32M 0.07%
110,242
-3,688
125
$1.3M 0.07%
4,802
+485
3 4
5
6 7