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
$1.28B
AUM Growth
+$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.73M
3
+$5.66M
4
MDLZ icon
Mondelez International
MDLZ
+$5.31M
5
DHR icon
Danaher
DHR
+$4.15M

Top Sells

1
+$18.1M
2
+$8.12M
3
+$6.77M
4
EQIX icon
Equinix
EQIX
+$6.62M
5
LH icon
Labcorp
LH
+$6.43M

Sector Composition

1 Technology 23.79%
2 Consumer Discretionary 13.65%
3 Financials 10.37%
4 Healthcare 7.67%
5 Communication Services 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$485K 0.04%
2,033
-5
202
$481K 0.04%
3,431
-1,173
203
$475K 0.04%
7,090
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204
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8,361
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205
$464K 0.04%
3,246
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206
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2,508
207
$447K 0.03%
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208
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209
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210
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211
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4,404
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212
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213
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214
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215
$414K 0.03%
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216
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217
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218
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219
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220
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221
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1,296
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222
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223
$367K 0.03%
1,486
224
$355K 0.03%
3,775
-260
225
$354K 0.03%
1,463
+349
7 8
9
10 11