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
$578M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$3.42M
3
+$2.91M
4
TWX
Time Warner Inc
TWX
+$2.65M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.28M

Top Sells

1
+$15.1M
2
+$1.93M
3
+$1.92M
4
CSX icon
CSX Corp
CSX
+$1.68M
5
APTV icon
Aptiv
APTV
+$1.6M

Sector Composition

1 Financials 12.7%
2 Technology 10.49%
3 Healthcare 10.48%
4 Communication Services 8.41%
5 Industrials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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