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
$306M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.73M
3
+$2.54M
4
TUP
Tupperware Brands Corporation
TUP
+$1.97M
5
AIG icon
American International
AIG
+$1.75M

Top Sells

1
+$2.92M
2
+$2.74M
3
+$2.68M
4
TROW icon
T. Rowe Price
TROW
+$2.63M
5
BEN icon
Franklin Resources
BEN
+$1.92M

Sector Composition

1 Consumer Discretionary 11.75%
2 Technology 11.34%
3 Financials 11.09%
4 Industrials 7.51%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$591K 0.19%
+16,065
127
$583K 0.19%
5,331
+188
128
$581K 0.19%
5,119
+985
129
$556K 0.18%
45,721
+5,520
130
$543K 0.18%
8,912
+726
131
$538K 0.18%
6,924
+252
132
$526K 0.17%
26,315
+3,170
133
$522K 0.17%
6,035
-1,455
134
$508K 0.17%
2,112
+89
135
$488K 0.16%
28,745
+965
136
$486K 0.16%
8,142
+360
137
$472K 0.15%
+15,023
138
$449K 0.15%
+5,555
139
$376K 0.12%
+6,815
140
$361K 0.12%
4,940
-10,688
141
$339K 0.11%
12,154
-6,296
142
$321K 0.1%
18,205
143
$260K 0.09%
+6,220
144
$237K 0.08%
+4,815
145
$236K 0.08%
1,291
146
$227K 0.07%
+4,725
147
$219K 0.07%
+2,865
148
$216K 0.07%
3,925
149
$206K 0.07%
+3,710
150
$206K 0.07%
+3,070
4 5
6
7 8