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
$2B
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$10.4M
3
+$9.58M
4
MCO icon
Moody's
MCO
+$9.58M
5
DKNG icon
DraftKings
DKNG
+$9.28M

Top Sells

1
+$16.2M
2
+$11.9M
3
+$11.6M
4
XOM icon
Exxon Mobil
XOM
+$11.5M
5
CZR icon
Caesars Entertainment
CZR
+$10.8M

Sector Composition

1 Technology 26.02%
2 Consumer Discretionary 8.38%
3 Financials 7.67%
4 Communication Services 6.32%
5 Healthcare 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.95M 0.1%
4,583
+60
102
$1.94M 0.1%
8,780
+11
103
$1.83M 0.09%
6,320
-175
104
$1.82M 0.09%
16,476
+276
105
$1.8M 0.09%
5,127
+108
106
$1.79M 0.09%
81,468
+1,155
107
$1.77M 0.09%
7,891
108
$1.74M 0.09%
24,102
+292
109
$1.67M 0.08%
19,413
-11,742
110
$1.65M 0.08%
+27,145
111
$1.63M 0.08%
28,699
-5,375
112
$1.62M 0.08%
14,414
-9,192
113
$1.61M 0.08%
9,060
+208
114
$1.56M 0.08%
17,050
-523
115
$1.56M 0.08%
18,342
+1,124
116
$1.48M 0.07%
16,253
+277
117
$1.41M 0.07%
2,904
+29
118
$1.4M 0.07%
22,536
+55
119
$1.39M 0.07%
52,474
+469
120
$1.37M 0.07%
26,210
+33
121
$1.34M 0.07%
789
-113
122
$1.34M 0.07%
+11,790
123
$1.28M 0.06%
109,298
+1,535
124
$1.25M 0.06%
110,242
125
$1.24M 0.06%
48,480
-1,611
3 4
5
6 7