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CWM

Calamos Wealth Management Portfolio holdings

AUM $2.9B
1-Year Est. Return 25.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.76B
AUM Growth
+$409M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$47.3M
2
+$31.8M
3
+$20.3M
4
CVX icon
Chevron
CVX
+$19.2M
5
TXN icon
Texas Instruments
TXN
+$17.5M

Top Sells

1
+$27.9M
2
+$19.2M
3
+$15M
4
EMR icon
Emerson Electric
EMR
+$14.3M
5
ZTS icon
Zoetis
ZTS
+$12.8M

Sector Composition

1 Technology 27.1%
2 Communication Services 8.36%
3 Financials 8.32%
4 Consumer Discretionary 7.66%
5 Healthcare 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.47M 0.05%
5,091
+5
152
$1.46M 0.05%
3,533
+18
153
$1.45M 0.05%
10,316
+200
154
$1.4M 0.05%
+19,040
155
$1.37M 0.05%
+85,734
156
$1.36M 0.05%
9,653
+4,457
157
$1.35M 0.05%
52,508
-6,519
158
$1.33M 0.05%
50,468
+1,868
159
$1.33M 0.05%
20,070
+16,149
160
$1.32M 0.05%
15,761
+1,351
161
$1.26M 0.05%
15,743
-265
162
$1.25M 0.05%
4,474
+162
163
$1.25M 0.05%
44,166
+31,065
164
$1.23M 0.04%
2,002
-2,282
165
$1.21M 0.04%
14,346
+620
166
$1.21M 0.04%
5,600
+25
167
$1.2M 0.04%
12,591
+2,944
168
$1.15M 0.04%
+38,193
169
$1.14M 0.04%
+5,322
170
$1.13M 0.04%
5,852
+380
171
$1.12M 0.04%
3,160
+2,240
172
$1.12M 0.04%
6,562
+3,254
173
$1.09M 0.04%
4,745
+1,274
174
$1.07M 0.04%
9,300
175
$1.06M 0.04%
4,378
-1,037
5 6
7
8 9