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
$1.32B
AUM Growth
-$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$25M
2
+$11.9M
3
+$9.48M
4
BA icon
Boeing
BA
+$8.94M
5
ZBH icon
Zimmer Biomet
ZBH
+$7.15M

Top Sells

1
+$12.3M
2
+$11.5M
3
+$8.01M
4
RTX icon
RTX Corp
RTX
+$7.46M
5
KO icon
Coca-Cola
KO
+$7.25M

Sector Composition

1 Technology 23.87%
2 Healthcare 9.81%
3 Consumer Discretionary 7.99%
4 Financials 7.12%
5 Communication Services 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$539K 0.04%
3,563
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177
$532K 0.04%
4,066
178
$529K 0.04%
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179
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185
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186
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187
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188
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194
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195
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198
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199
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200
$371K 0.03%
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