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
$1.34B
AUM Growth
-$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$10.1M
3
+$7.98M
4
CVX icon
Chevron
CVX
+$7.36M
5
VZ icon
Verizon
VZ
+$6M

Top Sells

1
+$12.1M
2
+$8.61M
3
+$8.12M
4
MSFT icon
Microsoft
MSFT
+$6.47M
5
HES
Hess
HES
+$6.02M

Sector Composition

1 Technology 21.75%
2 Consumer Discretionary 9.39%
3 Healthcare 9.16%
4 Financials 9.05%
5 Industrials 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$955K 0.07%
1,714
+491
152
$952K 0.07%
+2,321
153
$942K 0.07%
10,782
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154
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6,885
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155
$902K 0.07%
2,017
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156
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+6,600
157
$877K 0.07%
5,900
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158
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12,792
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159
$831K 0.06%
10,373
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160
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12,391
161
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2,883
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162
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163
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167
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168
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169
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170
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172
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500
173
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6,158
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174
$698K 0.05%
3,803
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175
$696K 0.05%
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