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
$874M
AUM Growth
+$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$7.69M
2
+$6.44M
3
+$5.47M
4
PAYC icon
Paycom
PAYC
+$4.36M
5
PYPL icon
PayPal
PYPL
+$4.18M

Top Sells

1
+$6.87M
2
+$4.98M
3
+$4.97M
4
APD icon
Air Products & Chemicals
APD
+$4.68M
5
BAX icon
Baxter International
BAX
+$3.44M

Sector Composition

1 Technology 21.62%
2 Healthcare 9.68%
3 Consumer Discretionary 8.29%
4 Financials 8.26%
5 Communication Services 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$589K 0.07%
17,170
+112
152
$583K 0.07%
6,304
153
$577K 0.07%
7,350
154
$568K 0.07%
3,152
+91
155
$566K 0.06%
99,734
+33,214
156
$558K 0.06%
11,533
-546
157
$537K 0.06%
+5,833
158
$537K 0.06%
16,180
-70
159
$536K 0.06%
4,598
-324
160
$510K 0.06%
4,690
+2,120
161
$489K 0.06%
4,090
-200
162
$484K 0.06%
361
-15
163
$463K 0.05%
2,729
-890
164
$459K 0.05%
5,520
-247
165
$454K 0.05%
7,300
-65
166
$449K 0.05%
2,100
+450
167
$446K 0.05%
17,950
+7,100
168
$437K 0.05%
2,915
169
$426K 0.05%
4,815
+187
170
$426K 0.05%
9,270
+903
171
$422K 0.05%
4,165
+105
172
$418K 0.05%
6,716
-185
173
$417K 0.05%
6,551
+90
174
$412K 0.05%
2,617
-495
175
$411K 0.05%
2,455
-43
5 6
7
8 9