CWM

Calamos Wealth Management Portfolio holdings

AUM $2.35B
1-Year Est. Return 20.32%
This Quarter Est. Return
1 Year Est. Return
+20.32%
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 +$4.71M
2 +$3.58M
3 +$3.08M
4
HON icon
Honeywell
HON
+$2.27M
5
CSX icon
CSX Corp
CSX
+$2.09M

Top Sells

1 +$2.83M
2 +$2.5M
3 +$2.34M
4
CMI icon
Cummins
CMI
+$2.33M
5
C icon
Citigroup
C
+$2.07M

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
-12,654
202
-17,960
203
-12,770
204
-13,900
205
-14,670
206
-34,220
207
-10,664
208
-2,470
209
-35,805
210
-37,287