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
$1.1B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$38.6M
2
+$25.4M
3
+$7.75M
4
HES
Hess
HES
+$6.49M
5
CB icon
Chubb
CB
+$6.46M

Top Sells

1
+$7.47M
2
+$6.17M
3
+$5.62M
4
CSCO icon
Cisco
CSCO
+$4.59M
5
AIG icon
American International
AIG
+$4.53M

Sector Composition

1 Technology 23.4%
2 Financials 9.81%
3 Healthcare 8.75%
4 Consumer Discretionary 8.11%
5 Communication Services 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.06M 0.1%
23,612
-102,441
127
$1.04M 0.1%
3,419
+204
128
$1.03M 0.09%
25,754
+4,039
129
$1.02M 0.09%
6,405
-867
130
$999K 0.09%
4,310
-1,542
131
$971K 0.09%
16,401
-79
132
$962K 0.09%
8,600
+220
133
$944K 0.09%
1,887
-551
134
$925K 0.08%
4,021
-1,147
135
$891K 0.08%
13,005
+1,472
136
$869K 0.08%
9,318
+5,324
137
$869K 0.08%
8,466
138
$866K 0.08%
3,856
+503
139
$859K 0.08%
5,353
-160
140
$854K 0.08%
7,797
+252
141
$831K 0.08%
17,257
+70
142
$816K 0.07%
6,277
-499
143
$807K 0.07%
5,985
-42
144
$800K 0.07%
527
+121
145
$800K 0.07%
+4,600
146
$787K 0.07%
16,670
+490
147
$765K 0.07%
9,064
-66,566
148
$765K 0.07%
13,022
-631
149
$753K 0.07%
18,367
150
$751K 0.07%
8,504
4 5
6
7 8