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CWM

Calamos Wealth Management Portfolio holdings

AUM $2.9B
1-Year Est. Return 25.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.76B
AUM Growth
+$409M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$47.3M
2
+$31.8M
3
+$20.3M
4
CVX icon
Chevron
CVX
+$19.2M
5
TXN icon
Texas Instruments
TXN
+$17.5M

Top Sells

1
+$27.9M
2
+$19.2M
3
+$15M
4
EMR icon
Emerson Electric
EMR
+$14.3M
5
ZTS icon
Zoetis
ZTS
+$12.8M

Sector Composition

1 Technology 27.1%
2 Communication Services 8.36%
3 Financials 8.32%
4 Consumer Discretionary 7.66%
5 Healthcare 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$846K 0.03%
31,749
-3,180
202
$829K 0.03%
4,178
+41
203
$812K 0.03%
3,765
+278
204
$765K 0.03%
400
205
$759K 0.03%
+10,640
206
$747K 0.03%
28,687
-17,026
207
$734K 0.03%
5,592
-104,877
208
$731K 0.03%
4,189
+48
209
$725K 0.03%
3,059
+483
210
$720K 0.03%
1,485
+262
211
$716K 0.03%
+1,461
212
$714K 0.03%
+2,116
213
$711K 0.03%
24,843
-493
214
$706K 0.03%
8,826
+1,680
215
$689K 0.02%
26,906
-4,295
216
$686K 0.02%
4,171
217
$660K 0.02%
25,282
-5,302
218
$651K 0.02%
558
+219
219
$647K 0.02%
5,230
+2,529
220
$637K 0.02%
7,150
+384
221
$632K 0.02%
3,801
+918
222
$607K 0.02%
+6,363
223
$596K 0.02%
4,946
+650
224
$594K 0.02%
22,252
+3,635
225
$593K 0.02%
4,622
+2,054
7 8
9
10 11