CWM

Calamos Wealth Management Portfolio holdings

AUM $2.35B
1-Year Est. Return 20.32%
This Quarter Est. Return
1 Year Est. Return
+20.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$351M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.22M
3
+$2.67M
4
MSFT icon
Microsoft
MSFT
+$1.94M
5
SWH
Stanley Black & Decker, Inc.
SWH
+$1.78M

Top Sells

1
+$2.92M
2
+$2.89M
3
+$1.82M
4
DEO icon
Diageo
DEO
+$1.8M
5
AMG icon
Affiliated Managers Group
AMG
+$1.66M

Sector Composition

1 Consumer Discretionary 11.68%
2 Technology 11.54%
3 Financials 11.53%
4 Industrials 9.87%
5 Healthcare 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$747K 0.21%
17,253
-6,581
127
$729K 0.21%
5,273
-83
128
$727K 0.21%
54,911
+1,075
129
$726K 0.21%
+17,675
130
$722K 0.21%
5,701
-109
131
$714K 0.2%
2,265
+40
132
$708K 0.2%
+26,535
133
$704K 0.2%
+20,798
134
$688K 0.2%
+13,870
135
$685K 0.2%
+22,180
136
$676K 0.19%
8,863
+193
137
$672K 0.19%
11,990
-280
138
$663K 0.19%
5,093
+111
139
$658K 0.19%
+18,931
140
$649K 0.19%
30,350
-95
141
$638K 0.18%
+27,865
142
$610K 0.17%
12,220
-385
143
$589K 0.17%
16,754
+370
144
$577K 0.16%
+20,195
145
$560K 0.16%
14,485
-23,595
146
$558K 0.16%
+11,170
147
$547K 0.16%
+6,380
148
$528K 0.15%
+9,870
149
$440K 0.13%
2,141
-8,080
150
$426K 0.12%
15,961
-1,211
4 5
6
7 8