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
$849M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$3.89M
3
+$3.34M
4
LIN icon
Linde
LIN
+$2.08M
5
AAPL icon
Apple
AAPL
+$1.74M

Top Sells

1
+$5.41M
2
+$3.36M
3
+$2.89M
4
PM icon
Philip Morris
PM
+$2.84M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.19M

Sector Composition

1 Technology 14.01%
2 Financials 9.93%
3 Healthcare 8.72%
4 Consumer Discretionary 6.44%
5 Communication Services 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$451K 0.05%
3,780
152
$420K 0.05%
3,276
153
$417K 0.05%
4,798
+281
154
$408K 0.05%
7,615
-13,589
155
$404K 0.05%
2,080
156
$404K 0.05%
2,508
157
$381K 0.04%
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-92
158
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159
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3,501
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160
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3,783
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161
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2,172
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162
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163
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164
$307K 0.04%
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165
$299K 0.04%
4,710
166
$276K 0.03%
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167
$269K 0.03%
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168
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169
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4,941
170
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+4,287
171
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2,035
172
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+12,739
173
$247K 0.03%
760
174
$243K 0.03%
1,162
-115
175
$238K 0.03%
2,083
-79
4 5 6
7
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