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
$1.77B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$20.5M
3
+$10.6M
4
SBUX icon
Starbucks
SBUX
+$10.5M
5
SHW icon
Sherwin-Williams
SHW
+$9.63M

Top Sells

1
+$11.6M
2
+$10.9M
3
+$10.1M
4
DHR icon
Danaher
DHR
+$9.32M
5
AMD icon
Advanced Micro Devices
AMD
+$7.82M

Sector Composition

1 Technology 23.46%
2 Healthcare 8.33%
3 Consumer Discretionary 7.75%
4 Financials 7.5%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$541K 0.03%
3,320
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198
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