CWM
Calamos Wealth Management Portfolio holdings
AUM
$2.35B
This Quarter Return
+2.03%
1 Year Return
+20.32%
3 Year Return
+90.32%
5 Year Return
+151.32%
10 Year Return
+323.19%
AUM
$748M
AUM Growth
+$748M
(+0.93%)
Cap. Flow
-$4.17M
Cap. Flow
% of AUM
-0.56%
Top 10 Holdings %
Top 10 Hldgs %
37.85%
Holding
253
New
11
Increased
78
Reduced
64
Closed
11
Top Buys
| 1 |
Linde
LIN
|
$5.06M |
| 2 |
Masco
MAS
|
$3.67M |
| 3 |
Target
TGT
|
$3.45M |
| 4 |
Microsoft
MSFT
|
$3.4M |
| 5 |
NVIDIA
NVDA
|
$2.91M |
Top Sells
| 1 |
iShares Russell 3000 ETF
IWV
|
$5.74M |
| 2 |
VF Corp
VFC
|
$3.61M |
| 3 |
RP
RealPage, Inc.
RP
|
$3.3M |
| 4 |
Air Products & Chemicals
APD
|
$2.89M |
| 5 |
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% |
