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
$417M
AUM Growth
-$6.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$4.94M
3
+$3.47M
4
ICE icon
Intercontinental Exchange
ICE
+$1.88M
5
TGT icon
Target
TGT
+$1.64M

Top Sells

1
+$6.74M
2
+$2.09M
3
+$1.98M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$1.8M
5
QCOM icon
Qualcomm
QCOM
+$1.65M

Sector Composition

1 Technology 12.37%
2 Healthcare 12.03%
3 Financials 9.54%
4 Industrials 8.91%
5 Consumer Discretionary 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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5 6 7 8
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