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
$1.77B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$20.5M
3
+$10.6M
4
SBUX icon
Starbucks
SBUX
+$10.5M
5
SHW icon
Sherwin-Williams
SHW
+$9.63M

Top Sells

1
+$11.6M
2
+$10.9M
3
+$10.1M
4
DHR icon
Danaher
DHR
+$9.32M
5
AMD icon
Advanced Micro Devices
AMD
+$7.82M

Sector Composition

1 Technology 23.46%
2 Healthcare 8.33%
3 Consumer Discretionary 7.75%
4 Financials 7.5%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$378K 0.02%
1,575
202
$372K 0.02%
4,296
203
$362K 0.02%
1,380
204
$360K 0.02%
2,619
+52
205
$345K 0.02%
9,680
-35
206
$334K 0.02%
1,678
-15
207
$334K 0.02%
1,972
-128
208
$329K 0.02%
4,717
209
$320K 0.02%
1,389
+34
210
$319K 0.02%
2,593
211
$313K 0.02%
2,669
212
$308K 0.02%
862
-5
213
$308K 0.02%
3,697
-8
214
$308K 0.02%
10,015
215
$304K 0.02%
6,473
-964
216
$301K 0.02%
1,730
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217
$299K 0.02%
1,588
-5
218
$293K 0.02%
10,902
+21
219
$292K 0.02%
1,480
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220
$285K 0.02%
10,130
221
$281K 0.02%
2,160
-10
222
$273K 0.02%
+2,665
223
$263K 0.01%
5,085
224
$260K 0.01%
1,360
225
$245K 0.01%
+1,748
7 8
9
10 11