CWM

Calamos Wealth Management Portfolio holdings

AUM $2.89B
1-Year Est. Return 24.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$351M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$3.01M
3
+$2.61M
4
MSFT icon
Microsoft
MSFT
+$1.88M
5
SWH
Stanley Black & Decker, Inc.
SWH
+$1.75M

Top Sells

1
+$2.82M
2
+$2.77M
3
+$1.82M
4
DEO icon
Diageo
DEO
+$1.8M
5
AMG icon
Affiliated Managers Group
AMG
+$1.56M

Sector Composition

1 Consumer Discretionary 11.68%
2 Technology 11.54%
3 Financials 11.46%
4 Industrials 9.87%
5 Healthcare 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-23,174
177
– –
-15,745
178
– –
-21,710
179
– –
-14,239
180
– –
-8,659
181
– –
-9,200
4 5 6 7
8