CWM

Calamos Wealth Management Portfolio holdings

AUM $2.35B
1-Year Est. Return 20.32%
This Quarter Est. Return
1 Year Est. Return
+20.32%
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
+$4.69M
3
+$4.22M
4
AGN
Allergan plc
AGN
+$4.18M
5
AMT icon
American Tower
AMT
+$3.69M

Top Sells

1
+$22.2M
2
+$7.09M
3
+$4.58M
4
TWX
Time Warner Inc
TWX
+$4.57M
5
AAPL icon
Apple
AAPL
+$3.99M

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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182
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183
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184
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185
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186
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4 5 6 7
8