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
$1.77B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$20.5M
3
+$10.6M
4
SBUX icon
Starbucks
SBUX
+$10.5M
5
SHW icon
Sherwin-Williams
SHW
+$9.63M

Top Sells

1
+$11.6M
2
+$10.9M
3
+$10.1M
4
DHR icon
Danaher
DHR
+$9.32M
5
AMD icon
Advanced Micro Devices
AMD
+$7.82M

Sector Composition

1 Technology 23.46%
2 Healthcare 8.33%
3 Consumer Discretionary 7.75%
4 Financials 7.5%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$826K 0.05%
9,371
+82
152
$808K 0.05%
6,154
153
$792K 0.04%
10,837
-1,599
154
$791K 0.04%
13,600
155
$780K 0.04%
+1,880
156
$777K 0.04%
7,970
-2,517
157
$769K 0.04%
15,406
-1,631
158
$761K 0.04%
500
159
$752K 0.04%
3,191
160
$741K 0.04%
11,620
+70
161
$731K 0.04%
2,868
162
$702K 0.04%
7,657
+416
163
$686K 0.04%
25,982
-1,062
164
$658K 0.04%
3,265
-231
165
$654K 0.04%
3,417
166
$635K 0.04%
7,960
-22,590
167
$635K 0.04%
7,000
168
$634K 0.04%
4,066
169
$632K 0.04%
3,345
-6
170
$619K 0.03%
3,454
-120
171
$613K 0.03%
+6,000
172
$580K 0.03%
6,800
173
$558K 0.03%
3,850
-7
174
$556K 0.03%
7,114
-32
175
$543K 0.03%
1,077
-7
5 6
7
8 9