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
$1.34B
AUM Growth
-$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$10.1M
3
+$7.98M
4
CVX icon
Chevron
CVX
+$7.36M
5
VZ icon
Verizon
VZ
+$6M

Top Sells

1
+$12.1M
2
+$8.61M
3
+$8.12M
4
MSFT icon
Microsoft
MSFT
+$6.47M
5
HES
Hess
HES
+$6.02M

Sector Composition

1 Technology 21.75%
2 Consumer Discretionary 9.39%
3 Healthcare 9.16%
4 Financials 9.05%
5 Industrials 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$682K 0.05%
3,061
177
$677K 0.05%
2,707
-374
178
$660K 0.05%
2,658
-22
179
$658K 0.05%
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180
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3,510
-300
181
$615K 0.05%
2,701
-47
182
$614K 0.05%
4,666
-760
183
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2,845
+253
184
$586K 0.04%
11,000
-1,050
185
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5,309
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186
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3,885
187
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16,568
-4,312
188
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7,861
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189
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2,183
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190
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8,858
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191
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19,000
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193
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16,900
-3,400
194
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29,240
195
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3,000
196
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+11,957
197
$472K 0.04%
5,601
-3,024
198
$471K 0.04%
+4,128
199
$469K 0.04%
6,800
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200
$466K 0.03%
3,519
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