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
$1.16B
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$15.1M
3
+$11.2M
4
MSFT icon
Microsoft
MSFT
+$7.28M
5
AAPL icon
Apple
AAPL
+$3.95M

Top Sells

1
+$4.8M
2
+$4.44M
3
+$3.34M
4
XYZ
Block Inc
XYZ
+$2.23M
5
SLB icon
SLB Ltd
SLB
+$1.76M

Sector Composition

1 Technology 20.92%
2 Healthcare 9.89%
3 Consumer Discretionary 7.9%
4 Financials 7.59%
5 Industrials 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.07M 0.09%
30,040
-2,856
127
$1.02M 0.09%
10,559
-94
128
$1.01M 0.09%
12,526
-980
129
$1M 0.09%
5,342
-175
130
$994K 0.09%
+3,709
131
$973K 0.08%
+7,199
132
$967K 0.08%
16,621
-11,469
133
$929K 0.08%
72,500
-23,705
134
$908K 0.08%
4,484
-160
135
$906K 0.08%
1,927
-90
136
$874K 0.08%
+6,235
137
$840K 0.07%
19,412
138
$826K 0.07%
9,214
139
$823K 0.07%
6,600
140
$815K 0.07%
6,730
-406
141
$799K 0.07%
10,108
-755
142
$782K 0.07%
6,580
+1
143
$749K 0.06%
10,072
144
$733K 0.06%
18,323
-1,345
145
$686K 0.06%
6,154
+400
146
$680K 0.06%
+7,904
147
$675K 0.06%
4,363
+712
148
$628K 0.05%
8,009
149
$618K 0.05%
6,488
-310
150
$613K 0.05%
4,508
+69
4 5
6
7 8