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
$2B
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$10.4M
3
+$9.58M
4
MCO icon
Moody's
MCO
+$9.58M
5
DKNG icon
DraftKings
DKNG
+$9.28M

Top Sells

1
+$16.2M
2
+$11.9M
3
+$11.6M
4
XOM icon
Exxon Mobil
XOM
+$11.5M
5
CZR icon
Caesars Entertainment
CZR
+$10.8M

Sector Composition

1 Technology 26.02%
2 Consumer Discretionary 8.38%
3 Financials 7.67%
4 Communication Services 6.32%
5 Healthcare 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.23M 0.06%
18,257
+157
127
$1.21M 0.06%
4,911
+109
128
$1.2M 0.06%
10,795
+8
129
$1.19M 0.06%
13,424
+69
130
$1.17M 0.06%
19,470
+258
131
$1.16M 0.06%
22,373
132
$1.15M 0.06%
3,627
+13
133
$1.12M 0.06%
1,775
+17
134
$1.1M 0.05%
61,970
135
$1.08M 0.05%
+19,854
136
$1.04M 0.05%
41,276
137
$1.03M 0.05%
3,138
+504
138
$1.01M 0.05%
8,718
+330
139
$1.01M 0.05%
7,947
140
$982K 0.05%
15,766
+211
141
$977K 0.05%
8,640
-262
142
$976K 0.05%
11,908
143
$972K 0.05%
4,303
-1,505
144
$963K 0.05%
+37,801
145
$903K 0.05%
6,234
+120
146
$896K 0.04%
4,838
147
$894K 0.04%
1,423
-59
148
$875K 0.04%
+10,300
149
$874K 0.04%
6,600
150
$867K 0.04%
34,811
4 5
6
7 8