CWM

Calamos Wealth Management Portfolio holdings

AUM $2.35B
1-Year Est. Return 20.32%
This Quarter Est. Return
1 Year Est. Return
+20.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$346M
AUM Growth
-$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.46M
3
+$2.05M
4
CTSH icon
Cognizant
CTSH
+$2M
5
SYK icon
Stryker
SYK
+$1.97M

Top Sells

1
+$2.53M
2
+$2.26M
3
+$2.09M
4
PVH icon
PVH
PVH
+$1.91M
5
CPRI icon
Capri Holdings
CPRI
+$1.62M

Sector Composition

1 Financials 13.02%
2 Technology 12.13%
3 Healthcare 10.2%
4 Industrials 8.89%
5 Consumer Discretionary 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.4M 4.72%
649,672
+21,832
2
$8.04M 2.32%
275,314
+33,933
3
$5.84M 1.69%
54,760
+24,465
4
$5.76M 1.66%
95,708
+3,672
5
$5.74M 1.66%
110,651
+2,226
6
$5.61M 1.62%
121,010
+39,495
7
$5.01M 1.45%
79,027
+2,598
8
$4.83M 1.4%
61,164
+895
9
$4.51M 1.3%
105,762
+2,824
10
$4.39M 1.27%
84,809
-774
11
$4.26M 1.23%
41,855
+821
12
$4.17M 1.2%
62,713
+511
13
$3.93M 1.13%
66,674
+2,411
14
$3.58M 1.03%
22,478
+473
15
$3.53M 1.02%
47,703
+1,025
16
$3.48M 1%
36,730
+1,009
17
$3.43M 0.99%
57,848
+32,705
18
$3.33M 0.96%
36,334
+690
19
$3.33M 0.96%
58,897
+1,499
20
$3.27M 0.94%
24,770
+2,380
21
$3.25M 0.94%
105,694
-1,606
22
$3.14M 0.91%
28,979
+465
23
$2.99M 0.86%
23,493
+860
24
$2.99M 0.86%
40,620
+865
25
$2.88M 0.83%
48,357
+190
1
2 3 4 5