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CWM

Calamos Wealth Management Portfolio holdings

AUM $2.9B
1-Year Est. Return 25.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.76B
AUM Growth
+$409M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$47.3M
2
+$31.8M
3
+$20.3M
4
CVX icon
Chevron
CVX
+$19.2M
5
TXN icon
Texas Instruments
TXN
+$17.5M

Top Sells

1
+$27.9M
2
+$19.2M
3
+$15M
4
EMR icon
Emerson Electric
EMR
+$14.3M
5
ZTS icon
Zoetis
ZTS
+$12.8M

Sector Composition

1 Technology 27.1%
2 Communication Services 8.36%
3 Financials 8.32%
4 Consumer Discretionary 7.66%
5 Healthcare 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.06M 0.04%
6,327
+67
177
$1.03M 0.04%
7,372
-125
178
$1.03M 0.04%
+5,657
179
$1.01M 0.04%
14,526
-715
180
$1.01M 0.04%
10,041
+4,553
181
$1,000K 0.04%
5,104
-78
182
$988K 0.04%
18,528
+11,845
183
$988K 0.04%
11,908
184
$984K 0.04%
14,839
-1,016
185
$979K 0.04%
+22,272
186
$972K 0.04%
4,574
+549
187
$970K 0.04%
27,957
188
$964K 0.03%
9,499
+4,606
189
$960K 0.03%
5,146
+164
190
$954K 0.03%
1,330
+736
191
$948K 0.03%
3,226
+56
192
$921K 0.03%
4,738
+1,692
193
$912K 0.03%
1,165
+2
194
$908K 0.03%
5,612
+268
195
$900K 0.03%
7,816
196
$882K 0.03%
5,438
+768
197
$876K 0.03%
3,707
+1,829
198
$873K 0.03%
6,600
199
$862K 0.03%
12,695
+3,004
200
$861K 0.03%
40,000
6 7
8
9 10