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
$741M
AUM Growth
+$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$7.28M
2
+$6.34M
3
+$5.98M
4
FIS icon
Fidelity National Information Services
FIS
+$3.73M
5
HUM icon
Humana
HUM
+$3.17M

Top Sells

1
+$3.2M
2
+$3.02M
3
+$2.86M
4
DE icon
Deere & Co
DE
+$2.82M
5
WCG
Wellcare Health Plans, Inc.
WCG
+$2.78M

Sector Composition

1 Technology 12.11%
2 Financials 10.44%
3 Healthcare 9.76%
4 Consumer Discretionary 6.97%
5 Communication Services 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$228K 0.03%
4,076
177
$223K 0.03%
760
178
$212K 0.03%
+1,123
179
$200K 0.03%
+754
180
$143K 0.02%
+11,843
181
$124K 0.02%
1,563
182
– –
-10,307
183
– –
-2,115
184
– –
-2,336
185
– –
-4,110
186
– –
-8,127
187
– –
-17,640
188
– –
-40,219
189
– –
-3,350
4 5 6 7
8