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
$1.1B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$38.6M
2
+$25.4M
3
+$7.75M
4
HES
Hess
HES
+$6.49M
5
CB icon
Chubb
CB
+$6.46M

Top Sells

1
+$7.47M
2
+$6.17M
3
+$5.62M
4
CSCO icon
Cisco
CSCO
+$4.59M
5
AIG icon
American International
AIG
+$4.53M

Sector Composition

1 Technology 23.4%
2 Financials 9.81%
3 Healthcare 8.75%
4 Consumer Discretionary 8.11%
5 Communication Services 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$337K 0.03%
2,961
+2
202
$331K 0.03%
8,754
-119,834
203
$331K 0.03%
+3,580
204
$324K 0.03%
1,269
205
$322K 0.03%
15,668
206
$322K 0.03%
5,855
-112,249
207
$317K 0.03%
3,672
208
$312K 0.03%
2,035
209
$307K 0.03%
+5,317
210
$303K 0.03%
+5,861
211
$297K 0.03%
5,952
-16,902
212
$296K 0.03%
+3,226
213
$296K 0.03%
+686
214
$285K 0.03%
4,600
215
$285K 0.03%
1,465
216
$276K 0.03%
1,010
-47
217
$268K 0.02%
1,059
218
$264K 0.02%
2,882
-1,933
219
$261K 0.02%
+2,493
220
$257K 0.02%
466
221
$256K 0.02%
3,965
+497
222
$252K 0.02%
+113
223
$250K 0.02%
+15,830
224
$239K 0.02%
+3,689
225
$238K 0.02%
+917
6 7 8
9
10