CWM

Calamos Wealth Management Portfolio holdings

AUM $2.76B
1-Year Est. Return 25.23%
This Quarter Est. Return
1 Year Est. Return
+25.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$874M
AUM Growth
+$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$7.69M
2
+$6.44M
3
+$5.47M
4
PAYC icon
Paycom
PAYC
+$4.36M
5
PYPL icon
PayPal
PYPL
+$4.18M

Top Sells

1
+$6.87M
2
+$4.98M
3
+$4.97M
4
APD icon
Air Products & Chemicals
APD
+$4.68M
5
BAX icon
Baxter International
BAX
+$3.44M

Sector Composition

1 Technology 21.62%
2 Healthcare 9.68%
3 Consumer Discretionary 8.29%
4 Financials 8.26%
5 Communication Services 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$229K 0.03%
5,589
-483
202
$214K 0.02%
+7,278
203
$212K 0.02%
5,923
-2,454
204
$211K 0.02%
+466
205
$208K 0.02%
+1,455
206
$207K 0.02%
+3,468
207
$204K 0.02%
+2,330
208
$201K 0.02%
+693
209
$185K 0.02%
12,739
210
$106K 0.01%
1,563
211
– –
-907
212
– –
-1,120
213
– –
-1,199
214
– –
-8,713
215
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-1,513
216
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-4,895
217
– –
-2,820
218
– –
-9,147
219
– –
-806
220
– –
-947
221
– –
-44,826
222
– –
-2,824
223
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-14,611
224
– –
-5,271
225
– –
-2,589
6 7 8
9
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