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
$1.34B
AUM Growth
-$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$10.1M
3
+$7.98M
4
CVX icon
Chevron
CVX
+$7.36M
5
VZ icon
Verizon
VZ
+$6M

Top Sells

1
+$12.1M
2
+$8.61M
3
+$8.12M
4
MSFT icon
Microsoft
MSFT
+$6.47M
5
HES
Hess
HES
+$6.02M

Sector Composition

1 Technology 21.75%
2 Consumer Discretionary 9.39%
3 Healthcare 9.16%
4 Financials 9.05%
5 Industrials 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$462K 0.03%
1,941
-427
202
$453K 0.03%
1,873
-1,425
203
$449K 0.03%
+4,382
204
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205
$443K 0.03%
1,776
+201
206
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4,446
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207
$436K 0.03%
332
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208
$431K 0.03%
5,213
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209
$422K 0.03%
2,104
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210
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211
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212
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213
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8,195
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214
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995
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215
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216
$384K 0.03%
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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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222
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8,120
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223
$372K 0.03%
4,349
+108
224
$368K 0.03%
+1,765
225
$367K 0.03%
1,276
+19
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10 11