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
$874M
AUM Growth
+$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$7.69M
2
+$6.44M
3
+$5.47M
4
PAYC icon
Paycom
PAYC
+$4.36M
5
PYPL icon
PayPal
PYPL
+$4.18M

Top Sells

1
+$6.87M
2
+$4.98M
3
+$4.97M
4
APD icon
Air Products & Chemicals
APD
+$4.68M
5
BAX icon
Baxter International
BAX
+$3.44M

Sector Composition

1 Technology 21.62%
2 Healthcare 9.68%
3 Consumer Discretionary 8.29%
4 Financials 8.26%
5 Communication Services 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$410K 0.05%
2,508
177
$407K 0.05%
3,950
-48,356
178
$404K 0.05%
9,363
-3,484
179
$392K 0.04%
+3,207
180
$362K 0.04%
6,859
+2,027
181
$361K 0.04%
2,525
-328
182
$355K 0.04%
1,500
-105
183
$353K 0.04%
4,917
-41,490
184
$349K 0.04%
4,592
-76
185
$341K 0.04%
2,890
-66
186
$336K 0.04%
1,500
187
$332K 0.04%
2,042
+42
188
$327K 0.04%
+6,193
189
$318K 0.04%
3,672
+78
190
$315K 0.04%
1,057
-15,720
191
$305K 0.03%
+6,390
192
$300K 0.03%
1,269
193
$295K 0.03%
2,035
194
$283K 0.03%
3,521
195
$274K 0.03%
15,668
196
$256K 0.03%
4,600
-200
197
$254K 0.03%
+3,994
198
$254K 0.03%
2,959
-440
199
$249K 0.03%
1,465
+1
200
$241K 0.03%
1,059
6 7
8
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