CWM
Calamos Wealth Management Portfolio holdings
AUM
$2.35B
1-Year Return
20.32%
This Quarter Return
+14.58%
1 Year Return
+20.32%
3 Year Return
+90.32%
5 Year Return
+151.32%
10 Year Return
+323.19%
AUM
$2.35B
AUM Growth
+$351M
(+18%)
Cap. Flow
+$115M
Cap. Flow
% of AUM
4.9%
Top 10 Holdings %
Top 10 Hldgs %
44.18%
Holding
377
New
40
Increased
145
Reduced
72
Closed
9
Top Buys
| 1 |
JPMorgan Chase
JPM
|
$14.8M |
| 2 |
Meta Platforms (Facebook)
META
|
$14.2M |
| 3 |
Royal Caribbean
RCL
|
$13.3M |
| 4 |
Datadog
DDOG
|
$12M |
| 5 |
NVIDIA
NVDA
|
$11.9M |
Top Sells
| 1 |
PepsiCo
PEP
|
$13.8M |
| 2 |
Bank of America
BAC
|
$8.96M |
| 3 |
Salesforce
CRM
|
$8.68M |
| 4 |
NXP Semiconductors
NXPI
|
$8.04M |
| 5 |
UnitedHealth
UNH
|
$7.36M |
Sector Composition
| 1 | Technology | 25.75% |
| 2 | Consumer Discretionary | 8.62% |
| 3 | Financials | 8.29% |
| 4 | Communication Services | 7.04% |
| 5 | Healthcare | 5.56% |
