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
$400M
AUM Growth
+$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$6.05M
3
+$5.73M
4
LMT icon
Lockheed Martin
LMT
+$3.96M
5
ACT.PRA
ACTAVIS PLC Pfd Conv Ser A (Irl)
ACT.PRA
+$2.58M

Top Sells

1
+$1.84M
2
+$1.75M
3
+$1.65M
4
SE
Spectra Energy Corp Wi
SE
+$1.52M
5
UTX.PRA
UNITED TECHNOLOGIES CORP CORP UNIT (DE)
UTX.PRA
+$1.47M

Sector Composition

1 Technology 12.98%
2 Healthcare 12.4%
3 Financials 10.52%
4 Consumer Discretionary 8.69%
5 Industrials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
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