CWM

Calamos Wealth Management Portfolio holdings

AUM $2.89B
1-Year Est. Return 24.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$348M
AUM Growth
+$1.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$2.34M
3
+$1.92M
4
PG icon
Procter & Gamble
PG
+$1.87M
5
WFC.PRL icon
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
+$1.59M

Top Sells

1
+$3.25M
2
+$2.04M
3
+$1.91M
4
SLB icon
SLB Ltd
SLB
+$1.85M
5
PRU icon
Prudential Financial
PRU
+$1.82M

Sector Composition

1 Financials 12.5%
2 Technology 11.78%
3 Healthcare 11.57%
4 Consumer Discretionary 8.73%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-17,715
202
– –
-22,120
203
– –
-17,715
204
– –
-14,509
205
– –
-14,102
206
– –
-4,146
207
– –
-105,694
5 6 7 8
9