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
$621M
AUM Growth
+$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$9.59M
3
+$3.85M
4
BAC icon
Bank of America
BAC
+$3.23M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.2M

Top Sells

1
+$6.53M
2
+$4.27M
3
+$3.99M
4
WFC icon
Wells Fargo
WFC
+$2.88M
5
MET icon
MetLife
MET
+$2.42M

Sector Composition

1 Financials 13.06%
2 Technology 10.67%
3 Healthcare 9.16%
4 Communication Services 8.71%
5 Industrials 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-21,981
177
– –
-16,990
178
– –
-9,947
4 5 6 7
8