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
$1.87B
AUM Growth
+$95.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$10.5M
3
+$10.2M
4
MRVL icon
Marvell Technology
MRVL
+$9.33M
5
EMR icon
Emerson Electric
EMR
+$9.1M

Top Sells

1
+$12.2M
2
+$9.13M
3
+$9.03M
4
AMD icon
Advanced Micro Devices
AMD
+$8.73M
5
DAL icon
Delta Air Lines
DAL
+$8.7M

Sector Composition

1 Technology 25.59%
2 Healthcare 7.81%
3 Consumer Discretionary 7.36%
4 Financials 6.79%
5 Communication Services 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$368K 0.02%
7,803
-764
202
$362K 0.02%
2,641
+22
203
$356K 0.02%
+3,668
204
$349K 0.02%
1,560
+200
205
$340K 0.02%
2,669
206
$337K 0.02%
1,730
207
$327K 0.02%
1,893
+786
208
$324K 0.02%
4,717
209
$322K 0.02%
6,629
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210
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2,593
211
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911
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212
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+11,499
213
$296K 0.02%
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-475
214
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215
$294K 0.02%
8,200
-1,480
216
$293K 0.02%
10,130
217
$286K 0.02%
9,695
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218
$281K 0.02%
3,150
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219
$276K 0.01%
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220
$273K 0.01%
1,342
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221
$266K 0.01%
2,665
222
$256K 0.01%
2,553
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223
$252K 0.01%
1,294
-186
224
$241K 0.01%
2,673
225
$238K 0.01%
12,441
+389
7 8
9
10 11