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
$1.95B
AUM Growth
+$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$10.3M
3
+$8.66M
4
SNOW icon
Snowflake
SNOW
+$8.18M
5
MSFT icon
Microsoft
MSFT
+$6.61M

Top Sells

1
+$14.7M
2
+$9.33M
3
+$9.25M
4
DXCM icon
DexCom
DXCM
+$7.52M
5
LULU icon
lululemon athletica
LULU
+$6.96M

Sector Composition

1 Technology 24.69%
2 Consumer Discretionary 7.29%
3 Financials 7.21%
4 Healthcare 7.16%
5 Communication Services 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$446K 0.02%
6,000
202
$435K 0.02%
2,425
+698
203
$428K 0.02%
2,782
204
$424K 0.02%
2,641
205
$423K 0.02%
1,915
+22
206
$423K 0.02%
4,019
+206
207
$420K 0.02%
26,783
208
$415K 0.02%
4,296
209
$410K 0.02%
15,558
+4,810
210
$408K 0.02%
1,560
211
$396K 0.02%
+3,343
212
$394K 0.02%
5,354
-734
213
$392K 0.02%
3,778
+208
214
$367K 0.02%
1,777
+47
215
$343K 0.02%
4,717
216
$336K 0.02%
8,015
+212
217
$335K 0.02%
1,167
-4,827
218
$333K 0.02%
922
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219
$332K 0.02%
6,646
+17
220
$328K 0.02%
1,401
+59
221
$321K 0.02%
1,622
222
$310K 0.02%
10,130
223
$301K 0.02%
4,980
+1,301
224
$300K 0.02%
9,695
225
$291K 0.01%
2,476
-2,528
7 8
9
10 11