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
$1.87B
AUM Growth
+$95.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$10.5M
3
+$10.2M
4
MRVL icon
Marvell Technology
MRVL
+$9.33M
5
EMR icon
Emerson Electric
EMR
+$9.1M

Top Sells

1
+$12.2M
2
+$9.13M
3
+$9.03M
4
AMD icon
Advanced Micro Devices
AMD
+$8.73M
5
DAL icon
Delta Air Lines
DAL
+$8.7M

Sector Composition

1 Technology 25.59%
2 Healthcare 7.81%
3 Consumer Discretionary 7.36%
4 Financials 6.79%
5 Communication Services 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.25M 0.07%
43,562
127
$1.21M 0.06%
30,549
-4,703
128
$1.19M 0.06%
18,984
+5,384
129
$1.19M 0.06%
20,283
-999
130
$1.13M 0.06%
104,678
+8,829
131
$1.1M 0.06%
11,081
-2,216
132
$1.1M 0.06%
6,659
-1,773
133
$1.04M 0.06%
61,970
134
$1.02M 0.05%
16,085
-3,032
135
$1.02M 0.05%
28,575
+2,191
136
$1.01M 0.05%
12,839
-741
137
$996K 0.05%
2,202
-334
138
$985K 0.05%
31,816
+2,900
139
$981K 0.05%
1,492
-18,615
140
$973K 0.05%
37,220
+3,138
141
$960K 0.05%
6,600
142
$952K 0.05%
4,317
-273
143
$918K 0.05%
3,614
+5
144
$917K 0.05%
8,826
+58
145
$877K 0.05%
7,947
146
$857K 0.05%
3,429
-71
147
$849K 0.05%
+15,895
148
$836K 0.04%
3,253
-101
149
$835K 0.04%
+34,811
150
$826K 0.04%
+17,999
4 5
6
7 8