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
$346M
AUM Growth
-$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.46M
3
+$2.05M
4
CTSH icon
Cognizant
CTSH
+$2M
5
SYK icon
Stryker
SYK
+$1.97M

Top Sells

1
+$2.53M
2
+$2.26M
3
+$2.09M
4
PVH icon
PVH
PVH
+$1.91M
5
CPRI icon
Capri Holdings
CPRI
+$1.62M

Sector Composition

1 Financials 13.02%
2 Technology 12.13%
3 Healthcare 10.2%
4 Industrials 8.89%
5 Consumer Discretionary 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$746K 0.22%
27,991
+1,682
127
$740K 0.21%
65,025
+105
128
$739K 0.21%
17,715
-570
129
$722K 0.21%
17,253
130
$717K 0.21%
+19,280
131
$717K 0.21%
58,466
+3,555
132
$698K 0.2%
29,705
+1,840
133
$691K 0.2%
+8,775
134
$687K 0.2%
17,001
135
$682K 0.2%
34,585
+16,245
136
$675K 0.19%
4,146
-1,125
137
$664K 0.19%
+26,755
138
$629K 0.18%
10,845
-325
139
$627K 0.18%
9,081
-1,589
140
$621K 0.18%
12,015
+25
141
$617K 0.18%
30,590
+240
142
$596K 0.17%
16,688
-20,745
143
$589K 0.17%
9,860
-10
144
$563K 0.16%
17,715
+40
145
$553K 0.16%
8,883
+20
146
$551K 0.16%
14,470
-15
147
$498K 0.14%
8,125
-7,922
148
$479K 0.14%
18,371
-560
149
$453K 0.13%
17,013
+1,052
150
$429K 0.12%
2,141
4 5
6
7 8