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
$1.21B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$60.8M
2
+$9.01M
3
+$5.85M
4
SYY icon
Sysco
SYY
+$5.21M
5
DHR icon
Danaher
DHR
+$4.88M

Top Sells

1
+$23.7M
2
+$6.48M
3
+$6.44M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.78M
5
BAX icon
Baxter International
BAX
+$4.36M

Sector Composition

1 Technology 22.59%
2 Consumer Discretionary 13.43%
3 Financials 10.14%
4 Healthcare 7.72%
5 Communication Services 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$421K 0.03%
7,201
-17,363
202
$411K 0.03%
2,419
203
$402K 0.03%
3,029
+337
204
$382K 0.03%
15,668
205
$371K 0.03%
4,181
-17,532
206
$371K 0.03%
7,480
+315
207
$366K 0.03%
7,482
-8,013
208
$365K 0.03%
989
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209
$361K 0.03%
1,464
-18
210
$358K 0.03%
+10,000
211
$352K 0.03%
3,710
-67,915
212
$351K 0.03%
+4,453
213
$340K 0.03%
+1,486
214
$328K 0.03%
1,605
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215
$328K 0.03%
+3,752
216
$327K 0.03%
+1,766
217
$317K 0.03%
4,035
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218
$314K 0.03%
5,317
219
$313K 0.03%
5,861
220
$309K 0.03%
6,400
-8,089
221
$305K 0.03%
2,035
222
$303K 0.03%
+2,594
223
$293K 0.02%
+4,640
224
$293K 0.02%
1,767
-1,026
225
$288K 0.02%
4,600
7 8
9
10 11