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CWM

Calamos Wealth Management Portfolio holdings

AUM $2.9B
1-Year Est. Return 25.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.76B
AUM Growth
+$409M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$47.3M
2
+$31.8M
3
+$20.3M
4
CVX icon
Chevron
CVX
+$19.2M
5
TXN icon
Texas Instruments
TXN
+$17.5M

Top Sells

1
+$27.9M
2
+$19.2M
3
+$15M
4
EMR icon
Emerson Electric
EMR
+$14.3M
5
ZTS icon
Zoetis
ZTS
+$12.8M

Sector Composition

1 Technology 27.1%
2 Communication Services 8.36%
3 Financials 8.32%
4 Consumer Discretionary 7.66%
5 Healthcare 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.4M 0.12%
9,847
+723
102
$3.28M 0.12%
39,607
+3,198
103
$3.28M 0.12%
1,402
-113
104
$3.23M 0.12%
21,720
+17,927
105
$3.2M 0.12%
49,258
+22,045
106
$3.06M 0.11%
292,040
+22,787
107
$3.05M 0.11%
+27,185
108
$3M 0.11%
76,022
+24,190
109
$2.98M 0.11%
20,428
+3,597
110
$2.91M 0.11%
3,009
-1,767
111
$2.87M 0.1%
55,705
+2,412
112
$2.8M 0.1%
35,452
-3,233
113
$2.6M 0.09%
74,635
-40,948
114
$2.58M 0.09%
124,685
+14,446
115
$2.56M 0.09%
14,307
-7,203
116
$2.55M 0.09%
+109,101
117
$2.52M 0.09%
150,650
+11,754
118
$2.49M 0.09%
46,904
+25,498
119
$2.46M 0.09%
3,599
-40
120
$2.44M 0.09%
91,687
+57,433
121
$2.44M 0.09%
95,418
122
$2.39M 0.09%
78,930
-13,343
123
$2.35M 0.09%
8,328
+3,589
124
$2.34M 0.08%
2,172
+100
125
$2.28M 0.08%
9,244
+792
3 4
5
6 7