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
$700M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$6.39M
3
+$4.14M
4
ZEN
ZENDESK INC
ZEN
+$3.89M
5
COP icon
ConocoPhillips
COP
+$3.78M

Top Sells

1
+$19.3M
2
+$11.1M
3
+$5.69M
4
JNJ icon
Johnson & Johnson
JNJ
+$5.67M
5
PG icon
Procter & Gamble
PG
+$4.8M

Sector Composition

1 Technology 11.46%
2 Financials 10.24%
3 Healthcare 9.53%
4 Consumer Discretionary 7.44%
5 Communication Services 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$696K 0.1%
7,412
-395
127
$695K 0.1%
2,459
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128
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131
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132
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134
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136
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137
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138
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140
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144
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148
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149
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150
$381K 0.05%
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