CWM
Calamos Wealth Management Portfolio holdings
AUM
$2.35B
1-Year Return
20.32%
This Quarter Return
+9.69%
1 Year Return
+20.32%
3 Year Return
+90.32%
5 Year Return
+151.32%
10 Year Return
+323.19%
AUM
$874M
AUM Growth
+$72.8M
(+9.1%)
Cap. Flow
-$27.3M
Cap. Flow
% of AUM
-3.13%
Top 10 Holdings %
Top 10 Hldgs %
41.35%
Holding
285
New
18
Increased
79
Reduced
93
Closed
16
Top Buys
| 1 |
Eli Lilly
LLY
|
$7.69M |
| 2 |
Charter Communications
CHTR
|
$6.44M |
| 3 |
Apple
AAPL
|
$5.47M |
| 4 |
Paycom
PAYC
|
$4.36M |
| 5 |
PayPal
PYPL
|
$4.18M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$6.87M |
| 2 |
ZEN
ZENDESK INC
ZEN
|
$4.98M |
| 3 |
Verizon
VZ
|
$4.97M |
| 4 |
Air Products & Chemicals
APD
|
$4.68M |
| 5 |
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% |
