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CWM

Calamos Wealth Management Portfolio holdings

AUM $2.9B
1-Year Est. Return 25.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.76B
AUM Growth
+$409M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$47.3M
2
+$31.8M
3
+$20.3M
4
CVX icon
Chevron
CVX
+$19.2M
5
TXN icon
Texas Instruments
TXN
+$17.5M

Top Sells

1
+$27.9M
2
+$19.2M
3
+$15M
4
EMR icon
Emerson Electric
EMR
+$14.3M
5
ZTS icon
Zoetis
ZTS
+$12.8M

Sector Composition

1 Technology 27.1%
2 Communication Services 8.36%
3 Financials 8.32%
4 Consumer Discretionary 7.66%
5 Healthcare 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.26M 0.08%
3
127
$2.16M 0.08%
16,114
+7,638
128
$2.12M 0.08%
12,687
+2,806
129
$2.05M 0.07%
83,595
+45,820
130
$2.02M 0.07%
75,022
+8,925
131
$2.02M 0.07%
30,620
+2,066
132
$1.98M 0.07%
9,248
+78
133
$1.97M 0.07%
4,122
+1,136
134
$1.93M 0.07%
77,812
-13,446
135
$1.93M 0.07%
6,354
-193
136
$1.9M 0.07%
15,826
+184
137
$1.84M 0.07%
+21,957
138
$1.78M 0.06%
32,929
-36
139
$1.7M 0.06%
67,600
-1,830
140
$1.7M 0.06%
8,342
+590
141
$1.69M 0.06%
25,827
-464
142
$1.65M 0.06%
24,101
+2,091
143
$1.64M 0.06%
85,160
144
$1.64M 0.06%
5,813
+3,351
145
$1.62M 0.06%
63,492
-268
146
$1.58M 0.06%
47,081
+11,011
147
$1.55M 0.06%
4,753
+255
148
$1.54M 0.06%
13,476
+1,598
149
$1.51M 0.05%
15,617
+1,729
150
$1.49M 0.05%
5,917
-289
4 5
6
7 8