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
$722M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$4.69M
3
+$4.22M
4
AGN
Allergan plc
AGN
+$4.18M
5
AMT icon
American Tower
AMT
+$3.69M

Top Sells

1
+$22.2M
2
+$7.09M
3
+$4.58M
4
TWX
Time Warner Inc
TWX
+$4.57M
5
AAPL icon
Apple
AAPL
+$3.99M

Sector Composition

1 Financials 11.58%
2 Technology 10.52%
3 Healthcare 8.3%
4 Consumer Discretionary 6.37%
5 Communication Services 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$783K 0.11%
10,198
-167
127
$763K 0.11%
+11,831
128
$727K 0.1%
4,427
+70
129
$716K 0.1%
39,597
-1,149
130
$689K 0.1%
6,009
-79
131
$687K 0.1%
+11,292
132
$676K 0.09%
+23,874
133
$671K 0.09%
12,385
-157
134
$668K 0.09%
+1,494
135
$650K 0.09%
5,198
-420
136
$645K 0.09%
+7,700
137
$638K 0.09%
+9,933
138
$612K 0.08%
11,810
-542
139
$610K 0.08%
2,428
+175
140
$591K 0.08%
4,562
-724
141
$565K 0.08%
12,280
-68
142
$543K 0.08%
16,073
143
$526K 0.07%
19,561
-262
144
$525K 0.07%
7,073
-70
145
$510K 0.07%
6,557
-678
146
$466K 0.06%
10,167
-3,405
147
$464K 0.06%
3,145
-45
148
$440K 0.06%
4,814
149
$380K 0.05%
5,202
-97,101
150
$372K 0.05%
2,656
-135
4 5
6
7 8