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
$1.1B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$38.6M
2
+$25.4M
3
+$7.75M
4
HES
Hess
HES
+$6.49M
5
CB icon
Chubb
CB
+$6.46M

Top Sells

1
+$7.47M
2
+$6.17M
3
+$5.62M
4
CSCO icon
Cisco
CSCO
+$4.59M
5
AIG icon
American International
AIG
+$4.53M

Sector Composition

1 Technology 23.4%
2 Financials 9.81%
3 Healthcare 8.75%
4 Consumer Discretionary 8.11%
5 Communication Services 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$499K 0.05%
2,100
177
$495K 0.05%
4,165
178
$494K 0.05%
+5,380
179
$493K 0.05%
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-31,208
180
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181
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182
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+5,336
183
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2,608
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184
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185
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6,150
-566
186
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6,303
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187
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2,455
188
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2,508
189
$424K 0.04%
19,503
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190
$413K 0.04%
8,868
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191
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192
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193
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194
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195
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196
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3,401
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197
$364K 0.03%
6,855
-2,415
198
$353K 0.03%
+2,185
199
$348K 0.03%
1,843
-886
200
$344K 0.03%
+2,521
6 7
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