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
$326M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.02M
3
+$1.92M
4
UNP icon
Union Pacific
UNP
+$1.8M
5
PVH icon
PVH
PVH
+$1.78M

Top Sells

1
+$2.83M
2
+$2.62M
3
+$2.09M
4
WFC.PRL icon
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
+$1.71M
5
ORCL icon
Oracle
ORCL
+$1.64M

Sector Composition

1 Consumer Discretionary 12.54%
2 Financials 11.17%
3 Technology 9.4%
4 Industrials 8.77%
5 Healthcare 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$649K 0.2%
5,243
-88
127
$644K 0.2%
9,460
+548
128
$636K 0.2%
23,681
+1,818
129
$609K 0.19%
+15,069
130
$601K 0.18%
+9,468
131
$591K 0.18%
48,341
+2,620
132
$588K 0.18%
+4,903
133
$587K 0.18%
15,833
-232
134
$577K 0.18%
2,062
-50
135
$551K 0.17%
7,974
-168
136
$528K 0.16%
9,964
-2,631
137
$524K 0.16%
5,002
-6,916
138
$522K 0.16%
5,923
-112
139
$489K 0.15%
5,449
-106
140
$477K 0.15%
27,352
-1,393
141
$470K 0.14%
16,506
-5,010
142
$461K 0.14%
7,230
+415
143
$385K 0.12%
+31,525
144
$378K 0.12%
18,205
145
$354K 0.11%
10,710
+4,490
146
$287K 0.09%
+7,655
147
$280K 0.09%
1,291
148
$226K 0.07%
4,815
149
$211K 0.06%
+4,600
150
$210K 0.06%
3,925
3 4 5
6
7