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
$1.59B
AUM Growth
+$270M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$72.9M
2
+$38.2M
3
+$12.3M
4
MS icon
Morgan Stanley
MS
+$11.8M
5
SO icon
Southern Company
SO
+$10.6M

Top Sells

1
+$12.1M
2
+$11.2M
3
+$8.88M
4
PLD icon
Prologis
PLD
+$7.38M
5
ZBH icon
Zimmer Biomet
ZBH
+$7.15M

Sector Composition

1 Technology 23.29%
2 Healthcare 8.35%
3 Consumer Discretionary 7.23%
4 Financials 7.11%
5 Communication Services 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.14M 0.07%
13,880
-127
127
$1.14M 0.07%
19,360
-555
128
$1.13M 0.07%
18,100
129
$1.11M 0.07%
4,974
-87
130
$1.07M 0.07%
11,901
-1,306
131
$1.06M 0.07%
96,457
-137,600
132
$1.03M 0.07%
113,930
133
$1.03M 0.06%
20,400
+129
134
$993K 0.06%
2,573
-312
135
$987K 0.06%
8,966
-1,349
136
$943K 0.06%
16,024
+16
137
$921K 0.06%
61,970
-13,410
138
$904K 0.06%
6,600
139
$898K 0.06%
1,691
-16,723
140
$898K 0.06%
16,776
-1,581
141
$897K 0.06%
12,436
+5,223
142
$888K 0.06%
3,374
-38
143
$888K 0.06%
+26,097
144
$886K 0.06%
1,892
+27
145
$882K 0.06%
10,487
-4,976
146
$882K 0.06%
4,086
-139
147
$861K 0.05%
17,037
-1,691
148
$830K 0.05%
7,947
149
$813K 0.05%
15,842
-2,804
150
$789K 0.05%
3,933
+257
4 5
6
7 8