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
$306M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.73M
3
+$2.54M
4
TUP
Tupperware Brands Corporation
TUP
+$1.97M
5
AIG icon
American International
AIG
+$1.75M

Top Sells

1
+$2.92M
2
+$2.74M
3
+$2.68M
4
TROW icon
T. Rowe Price
TROW
+$2.63M
5
BEN icon
Franklin Resources
BEN
+$1.92M

Sector Composition

1 Consumer Discretionary 11.75%
2 Technology 11.34%
3 Financials 11.09%
4 Industrials 7.51%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$67K 0.02%
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4 5 6
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