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
$741M
AUM Growth
+$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$7.28M
2
+$6.34M
3
+$5.98M
4
FIS icon
Fidelity National Information Services
FIS
+$3.73M
5
HUM icon
Humana
HUM
+$3.17M

Top Sells

1
+$3.2M
2
+$3.02M
3
+$2.86M
4
DE icon
Deere & Co
DE
+$2.82M
5
WCG
Wellcare Health Plans, Inc.
WCG
+$2.78M

Sector Composition

1 Technology 12.11%
2 Financials 10.44%
3 Healthcare 9.76%
4 Consumer Discretionary 6.97%
5 Communication Services 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$679K 0.09%
6,810
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127
$648K 0.09%
4,755
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128
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131
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135
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136
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137
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138
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144
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145
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146
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147
$394K 0.05%
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3,668
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149
$379K 0.05%
5,959
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150
$376K 0.05%
3,276
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4 5
6
7 8