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
$1.16B
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$15.1M
3
+$11.2M
4
MSFT icon
Microsoft
MSFT
+$7.28M
5
AAPL icon
Apple
AAPL
+$3.95M

Top Sells

1
+$4.8M
2
+$4.44M
3
+$3.34M
4
XYZ
Block Inc
XYZ
+$2.23M
5
SLB icon
SLB Ltd
SLB
+$1.76M

Sector Composition

1 Technology 20.92%
2 Healthcare 9.89%
3 Consumer Discretionary 7.9%
4 Financials 7.59%
5 Industrials 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$337K 0.03%
7,861
202
$332K 0.03%
2,741
203
$321K 0.03%
1,500
+142
204
$312K 0.03%
809
-85
205
$307K 0.03%
5,317
206
$306K 0.03%
7,130
-145
207
$302K 0.03%
1,929
-175
208
$300K 0.03%
13,270
209
$299K 0.03%
1,680
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210
$297K 0.03%
2,005
211
$294K 0.03%
3,537
-525
212
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2,370
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213
$292K 0.03%
3,236
-79
214
$290K 0.02%
1,245
215
$289K 0.02%
1,765
216
$283K 0.02%
2,097
217
$272K 0.02%
1,820
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218
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219
$267K 0.02%
1,000
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220
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1,832
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221
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1,189
222
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2,759
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223
$258K 0.02%
16,824
+1,246
224
$255K 0.02%
2,303
-220
225
$251K 0.02%
2,065
7 8
9
10 11