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
$722M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$4.66M
3
+$4.52M
4
BKNG icon
Booking.com
BKNG
+$4.37M
5
PM icon
Philip Morris
PM
+$3.67M

Top Sells

1
+$22.2M
2
+$7.18M
3
+$4.57M
4
VZ icon
Verizon
VZ
+$4.36M
5
AAPL icon
Apple
AAPL
+$4.01M

Sector Composition

1 Financials 11.58%
2 Technology 10.52%
3 Healthcare 8.3%
4 Consumer Discretionary 6.37%
5 Communication Services 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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179
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180
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181
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-32,943
182
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-19,893
183
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184
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-8,262
185
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-45,502
186
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-33,788
4 5 6 7
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