CWM

Calamos Wealth Management Portfolio holdings

AUM $2.89B
1-Year Est. Return 24.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.35B
AUM Growth
+$351M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$14.2M
3
+$13.3M
4
DDOG icon
Datadog
DDOG
+$12M
5
NVDA icon
NVIDIA
NVDA
+$11.9M

Top Sells

1
+$13.8M
2
+$8.96M
3
+$8.68M
4
NXPI icon
NXP Semiconductors
NXPI
+$8.04M
5
UNH icon
UnitedHealth
UNH
+$7.36M

Sector Composition

1 Technology 25.75%
2 Consumer Discretionary 8.62%
3 Financials 8.29%
4 Communication Services 7.04%
5 Healthcare 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.71M 0.07%
69,430
+14,995
127
$1.7M 0.07%
15,642
+258
128
$1.67M 0.07%
27,213
+5,800
129
$1.63M 0.07%
26,291
+3,171
130
$1.56M 0.07%
8,431
+327
131
$1.55M 0.07%
85,160
132
$1.55M 0.07%
63,760
-1,361
133
$1.53M 0.06%
22,010
+95
134
$1.51M 0.06%
7,752
+1,605
135
$1.5M 0.06%
+59,027
136
$1.47M 0.06%
11,878
+846
137
$1.46M 0.06%
16,008
-187
138
$1.44M 0.06%
9,881
+694
139
$1.4M 0.06%
4,739
+790
140
$1.38M 0.06%
6,206
-31
141
$1.33M 0.06%
3,515
+97
142
$1.29M 0.05%
223
+83
143
$1.29M 0.05%
110,242
144
$1.28M 0.05%
10,116
+252
145
$1.28M 0.05%
13,888
+578
146
$1.26M 0.05%
13,726
-834
147
$1.25M 0.05%
4,498
+50
148
$1.25M 0.05%
48,600
+120
149
$1.23M 0.05%
5,086
-914
150
$1.22M 0.05%
31,930
+1,754
4 5
6
7 8