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
$1.21B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$60.8M
2
+$9.01M
3
+$5.85M
4
SYY icon
Sysco
SYY
+$5.21M
5
DHR icon
Danaher
DHR
+$4.88M

Top Sells

1
+$23.7M
2
+$6.48M
3
+$6.44M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.78M
5
BAX icon
Baxter International
BAX
+$4.36M

Sector Composition

1 Technology 22.59%
2 Consumer Discretionary 13.43%
3 Financials 10.14%
4 Healthcare 7.72%
5 Communication Services 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$587K 0.05%
4,604
+134
177
$582K 0.05%
6,618
+315
178
$575K 0.05%
28,614
+15,875
179
$564K 0.05%
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180
$562K 0.05%
4,165
181
$547K 0.05%
2,895
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182
$545K 0.04%
2,688
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183
$513K 0.04%
+3,622
184
$511K 0.04%
7,934
-133
185
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5,384
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186
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187
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188
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189
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2,038
-21
190
$504K 0.04%
29,240
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191
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7,300
192
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193
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4,531
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194
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195
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10,141
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196
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2,508
197
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19,218
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198
$432K 0.04%
2,396
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199
$427K 0.04%
2,540
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200
$422K 0.03%
6,598
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6 7
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9 10