CWM

Calamos Wealth Management Portfolio holdings

AUM $2.35B
1-Year Est. Return 20.32%
This Quarter Est. Return
1 Year Est. Return
+20.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
+$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.73M
3
+$5.66M
4
MDLZ icon
Mondelez International
MDLZ
+$5.31M
5
DHR icon
Danaher
DHR
+$4.15M

Top Sells

1
+$18.1M
2
+$8.12M
3
+$6.77M
4
EQIX icon
Equinix
EQIX
+$6.62M
5
LH icon
Labcorp
LH
+$6.43M

Sector Composition

1 Technology 23.79%
2 Consumer Discretionary 13.65%
3 Financials 10.37%
4 Healthcare 7.67%
5 Communication Services 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$919K 0.07%
+6,000
152
$916K 0.07%
12,947
+1,738
153
$910K 0.07%
11,539
+780
154
$898K 0.07%
+2,546
155
$896K 0.07%
15,963
-275
156
$888K 0.07%
7,848
+62
157
$880K 0.07%
4,600
158
$866K 0.07%
5,978
-32
159
$842K 0.07%
8,671
-197
160
$835K 0.07%
7,201
+1,165
161
$800K 0.06%
25,800
+550
162
$771K 0.06%
6,304
163
$769K 0.06%
9,557
-82
164
$761K 0.06%
2,868
+26
165
$760K 0.06%
6,724
-317
166
$760K 0.06%
12,410
-7,991
167
$745K 0.06%
3,152
168
$734K 0.06%
12,391
-12,609
169
$714K 0.06%
+10,291
170
$711K 0.06%
3,984
171
$703K 0.05%
1,983
+77
172
$692K 0.05%
3,690
-13
173
$679K 0.05%
3,890
174
$674K 0.05%
13,645
-105
175
$662K 0.05%
3,394
-26
5 6
7
8 9