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
$801M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$7.5M
2
+$6.2M
3
+$5.92M
4
RTX icon
RTX Corp
RTX
+$5.78M
5
MSFT icon
Microsoft
MSFT
+$5.39M

Top Sells

1
+$15.1M
2
+$7.12M
3
+$6.08M
4
CBOE icon
Cboe Global Markets
CBOE
+$5.94M
5
CRM icon
Salesforce
CRM
+$5.24M

Sector Composition

1 Technology 20.34%
2 Healthcare 9.98%
3 Financials 8.05%
4 Consumer Discretionary 7.54%
5 Communication Services 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$536K 0.07%
3,079
-251
152
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16,250
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153
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154
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155
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156
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157
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376
158
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160
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161
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162
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163
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164
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165
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166
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167
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168
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169
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170
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173
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174
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66,520
-23,677
175
$362K 0.05%
8,367
-13,800
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