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
$1.77B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$20.5M
3
+$10.6M
4
SBUX icon
Starbucks
SBUX
+$10.5M
5
SHW icon
Sherwin-Williams
SHW
+$9.63M

Top Sells

1
+$11.6M
2
+$10.9M
3
+$10.1M
4
DHR icon
Danaher
DHR
+$9.32M
5
AMD icon
Advanced Micro Devices
AMD
+$7.82M

Sector Composition

1 Technology 23.46%
2 Healthcare 8.33%
3 Consumer Discretionary 7.75%
4 Financials 7.5%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.28M 0.07%
28,916
+13,207
127
$1.27M 0.07%
6,166
-53,162
128
$1.2M 0.07%
+1,723
129
$1.18M 0.07%
113,930
130
$1.18M 0.07%
13,580
-300
131
$1.17M 0.07%
19,117
-243
132
$1.17M 0.07%
4,590
-384
133
$1.16M 0.07%
16,024
134
$1.15M 0.06%
29,310
-12,577
135
$1.12M 0.06%
+62,632
136
$1.11M 0.06%
18,100
137
$1.09M 0.06%
21,112
+712
138
$1.06M 0.06%
2,536
-37
139
$1.02M 0.06%
6,600
140
$1.01M 0.06%
61,970
141
$1.01M 0.06%
3,354
-20
142
$1.01M 0.06%
+19,354
143
$1.01M 0.06%
26,384
-28,904
144
$997K 0.06%
8,768
-198
145
$981K 0.06%
95,849
-49,914
146
$938K 0.05%
3,609
-477
147
$907K 0.05%
7,947
148
$874K 0.05%
3,500
-37,329
149
$856K 0.05%
34,082
-28,571
150
$847K 0.05%
15,621
-221
4 5
6
7 8