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
$748M
AUM Growth
+$6.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$3.67M
3
+$3.45M
4
MSFT icon
Microsoft
MSFT
+$3.4M
5
NVDA icon
NVIDIA
NVDA
+$2.91M

Top Sells

1
+$5.74M
2
+$3.61M
3
+$3.3M
4
APD icon
Air Products & Chemicals
APD
+$2.89M
5
CSCO icon
Cisco
CSCO
+$2.78M

Sector Composition

1 Technology 12.81%
2 Financials 10.39%
3 Healthcare 8.97%
4 Communication Services 6.7%
5 Consumer Discretionary 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$222K 0.03%
+2,928
177
$221K 0.03%
760
178
$217K 0.03%
3,037
-741
179
$203K 0.03%
754
180
$147K 0.02%
11,843
181
$99K 0.01%
1,563
182
– –
-7,904
183
– –
-6,284
184
– –
-792
185
– –
-29,966
186
– –
-3,138
187
– –
-12,261
188
– –
-41,280
189
– –
-6,083
190
– –
-10,217
191
– –
-56,031
192
– –
-18,625
4 5 6 7
8