CWM

Calamos Wealth Management Portfolio holdings

AUM $2.89B
1-Year Est. Return 24.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
-$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$26.9M
2
+$12.5M
3
+$10.2M
4
AMD icon
Advanced Micro Devices
AMD
+$10M
5
ZBH icon
Zimmer Biomet
ZBH
+$8.1M

Top Sells

1
+$12.6M
2
+$11.5M
3
+$8.88M
4
CZR icon
Caesars Entertainment
CZR
+$8.01M
5
KO icon
Coca-Cola
KO
+$7.77M

Sector Composition

1 Technology 23.87%
2 Healthcare 9.81%
3 Consumer Discretionary 7.99%
4 Financials 7.12%
5 Communication Services 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$365K 0.03%
893
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202
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118
203
$363K 0.03%
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206
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207
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223
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