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
$1.1B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$38.6M
2
+$25.4M
3
+$7.75M
4
HES
Hess
HES
+$6.49M
5
CB icon
Chubb
CB
+$6.46M

Top Sells

1
+$7.47M
2
+$6.17M
3
+$5.62M
4
CSCO icon
Cisco
CSCO
+$4.59M
5
AIG icon
American International
AIG
+$4.53M

Sector Composition

1 Technology 23.4%
2 Financials 9.81%
3 Healthcare 8.75%
4 Consumer Discretionary 8.11%
5 Communication Services 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$737K 0.07%
15,495
-2,509
152
$736K 0.07%
10,091
+3,540
153
$726K 0.07%
14,489
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154
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155
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1,984
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156
$691K 0.06%
24,900
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157
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118,629
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158
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3,770
159
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6,304
160
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3,152
161
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10,753
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162
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163
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7,350
164
$642K 0.06%
6,402
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165
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5,688
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166
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167
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168
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2,915
169
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170
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171
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7,300
172
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11,175
-4,740
173
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3,757
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174
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3,890
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175
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8,067
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