CWM
Calamos Wealth Management Portfolio holdings
AUM
$2.35B
This Quarter Return
+4.56%
1 Year Return
+20.32%
3 Year Return
+90.32%
5 Year Return
+151.32%
10 Year Return
+323.19%
AUM
$348M
AUM Growth
+$348M
(+0.56%)
Cap. Flow
-$3.41M
Cap. Flow
% of AUM
-0.98%
Top 10 Holdings %
Top 10 Hldgs %
19.44%
Holding
264
New
41
Increased
47
Reduced
85
Closed
34
Top Buys
| 1 |
MetLife
MET
|
$3.17M |
| 2 |
Exxon Mobil
XOM
|
$2.32M |
| 3 |
Starbucks
SBUX
|
$2.02M |
| 4 |
Procter & Gamble
PG
|
$1.94M |
| 5 |
WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL
|
$1.59M |
Top Sells
| 1 |
MLU
METLIFE, INC. COM EQUITY UNIT
MLU
|
$3.25M |
| 2 |
Franklin Resources
BEN
|
$1.91M |
| 3 |
Prudential Financial
PRU
|
$1.82M |
| 4 |
SDRL
Seadrill Limited Common Stock
SDRL
|
$1.74M |
| 5 |
Schlumberger
SLB
|
$1.72M |
Sector Composition
| 1 | Financials | 12.5% |
| 2 | Technology | 11.78% |
| 3 | Healthcare | 11.57% |
| 4 | Consumer Discretionary | 8.73% |
| 5 | Industrials | 8.26% |
