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
$423M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$3.59M
3
+$3.13M
4
HON icon
Honeywell
HON
+$2.31M
5
CSX icon
CSX Corp
CSX
+$2.23M

Top Sells

1
+$2.83M
2
+$2.5M
3
+$2.34M
4
CMI icon
Cummins
CMI
+$2.33M
5
C icon
Citigroup
C
+$2.04M

Sector Composition

1 Technology 12.99%
2 Healthcare 12.65%
3 Financials 10.48%
4 Industrials 8.61%
5 Consumer Discretionary 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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202
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203
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204
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-17,960
205
– –
-12,770
206
– –
-13,900
207
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-14,670
208
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-34,220
209
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-35,805
210
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-37,287
5 6 7 8
9