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
$748M
AUM Growth
+$6.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$3.67M
3
+$3.45M
4
MSFT icon
Microsoft
MSFT
+$3.4M
5
NVDA icon
NVIDIA
NVDA
+$2.91M

Top Sells

1
+$5.74M
2
+$3.61M
3
+$3.3M
4
APD icon
Air Products & Chemicals
APD
+$2.89M
5
CSCO icon
Cisco
CSCO
+$2.78M

Sector Composition

1 Technology 12.81%
2 Financials 10.39%
3 Healthcare 8.97%
4 Communication Services 6.7%
5 Consumer Discretionary 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$704K 0.09%
5,632
-114
127
$699K 0.09%
6,983
+173
128
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7,114
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129
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427
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130
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4,915
131
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132
$586K 0.08%
10,510
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134
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135
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136
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137
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138
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139
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140
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13,912
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142
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145
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146
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147
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148
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3,276
149
$410K 0.05%
2,537
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150
$407K 0.05%
3,563
-105
4 5
6
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