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
$326M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.02M
3
+$1.92M
4
UNP icon
Union Pacific
UNP
+$1.8M
5
PVH icon
PVH
PVH
+$1.78M

Top Sells

1
+$2.83M
2
+$2.62M
3
+$2.09M
4
WFC.PRL icon
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
+$1.71M
5
ORCL icon
Oracle
ORCL
+$1.64M

Sector Composition

1 Consumer Discretionary 12.54%
2 Financials 11.17%
3 Technology 9.4%
4 Industrials 8.77%
5 Healthcare 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$207K 0.06%
11,675
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