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
$874M
AUM Growth
+$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$7.69M
2
+$6.44M
3
+$5.47M
4
PAYC icon
Paycom
PAYC
+$4.36M
5
PYPL icon
PayPal
PYPL
+$4.18M

Top Sells

1
+$6.87M
2
+$4.98M
3
+$4.97M
4
APD icon
Air Products & Chemicals
APD
+$4.68M
5
BAX icon
Baxter International
BAX
+$3.44M

Sector Composition

1 Technology 21.62%
2 Healthcare 9.68%
3 Consumer Discretionary 8.29%
4 Financials 8.26%
5 Communication Services 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$846K 0.1%
8,380
-366
127
$844K 0.1%
7,545
-183
128
$825K 0.09%
+217,234
129
$812K 0.09%
13,653
-83,593
130
$811K 0.09%
3,353
-108
131
$791K 0.09%
6,776
-278
132
$776K 0.09%
17,187
-790
133
$749K 0.09%
+21,715
134
$748K 0.09%
22,875
+5,050
135
$732K 0.08%
8,466
-16,934
136
$715K 0.08%
18,004
+8,372
137
$710K 0.08%
+18,367
138
$709K 0.08%
7,200
-454
139
$708K 0.08%
8,504
+24
140
$703K 0.08%
3,957
-785
141
$697K 0.08%
2,508
142
$689K 0.08%
6,027
-141
143
$689K 0.08%
14,204
-1,580
144
$677K 0.08%
18,673
+1,897
145
$677K 0.08%
5,840
-12,715
146
$677K 0.08%
31,426
-1,956
147
$668K 0.08%
3,770
148
$631K 0.07%
6,198
-337
149
$604K 0.07%
406
-15
150
$590K 0.07%
15,915
-4,700
4 5
6
7 8