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
$1.95B
AUM Growth
+$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$10.3M
3
+$8.66M
4
SNOW icon
Snowflake
SNOW
+$8.18M
5
MSFT icon
Microsoft
MSFT
+$6.61M

Top Sells

1
+$14.7M
2
+$9.33M
3
+$9.25M
4
DXCM icon
DexCom
DXCM
+$7.52M
5
LULU icon
lululemon athletica
LULU
+$6.96M

Sector Composition

1 Technology 24.69%
2 Consumer Discretionary 7.29%
3 Financials 7.21%
4 Healthcare 7.16%
5 Communication Services 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$906K 0.05%
+16,338
152
$900K 0.05%
6,114
-34,875
153
$893K 0.05%
3,264
+11
154
$886K 0.05%
18,660
+661
155
$868K 0.04%
4,973
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156
$868K 0.04%
6,600
157
$860K 0.04%
6,054
158
$852K 0.04%
34,811
159
$847K 0.04%
+34,254
160
$831K 0.04%
+7,228
161
$831K 0.04%
15,298
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162
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+66,955
163
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1,880
164
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3,194
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165
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2,405
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166
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167
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169
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170
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171
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172
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43,562
173
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2,868
174
$710K 0.04%
10,443
-56
175
$704K 0.04%
+28,112
5 6
7
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