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
$1.28B
AUM Growth
+$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.73M
3
+$5.66M
4
MDLZ icon
Mondelez International
MDLZ
+$5.31M
5
DHR icon
Danaher
DHR
+$4.15M

Top Sells

1
+$18.1M
2
+$8.12M
3
+$6.77M
4
EQIX icon
Equinix
EQIX
+$6.62M
5
LH icon
Labcorp
LH
+$6.43M

Sector Composition

1 Technology 23.79%
2 Consumer Discretionary 13.65%
3 Financials 10.37%
4 Healthcare 7.67%
5 Communication Services 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.46M 0.11%
33,640
-3,393
127
$1.39M 0.11%
71,235
+8,950
128
$1.37M 0.11%
14,962
+1,839
129
$1.33M 0.1%
5,454
+1,262
130
$1.32M 0.1%
14,226
+2,487
131
$1.29M 0.1%
16,535
-740
132
$1.28M 0.1%
+9,214
133
$1.28M 0.1%
10,633
-325
134
$1.28M 0.1%
+12,172
135
$1.28M 0.1%
24,197
+190
136
$1.25M 0.1%
4,795
-114
137
$1.18M 0.09%
9,916
+729
138
$1.15M 0.09%
4,040
-1,960
139
$1.1M 0.09%
3,022
-30
140
$1.07M 0.08%
500
141
$1.05M 0.08%
5,409
+17
142
$1.04M 0.08%
9,274
+4,743
143
$1.04M 0.08%
14,278
-4,102
144
$1.04M 0.08%
3,847
-20
145
$982K 0.08%
10,000
-1,600
146
$954K 0.07%
+19,553
147
$949K 0.07%
+16,288
148
$938K 0.07%
8,326
+976
149
$931K 0.07%
7,498
+374
150
$927K 0.07%
6,277
4 5
6
7 8