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
$1.16B
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$15.1M
3
+$11.2M
4
MSFT icon
Microsoft
MSFT
+$7.28M
5
AAPL icon
Apple
AAPL
+$3.95M

Top Sells

1
+$4.8M
2
+$4.44M
3
+$3.34M
4
XYZ
Block Inc
XYZ
+$2.23M
5
SLB icon
SLB Limited
SLB
+$1.76M

Sector Composition

1 Technology 20.92%
2 Healthcare 9.89%
3 Consumer Discretionary 7.9%
4 Financials 7.59%
5 Industrials 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$96.9M 8.31%
270,217
+1,069
2
$79.7M 6.83%
576,501
+28,568
3
$53.8M 4.62%
231,117
+31,246
4
$39.6M 3.4%
142,700
-17,300
5
$38.7M 3.32%
424,289
+164,880
6
$32.2M 2.76%
334,577
+281,799
7
$28.6M 2.45%
138,214
+72
8
$27.8M 2.38%
693,822
+38,056
9
$27.4M 2.35%
286,299
+29,739
10
$25.2M 2.16%
223,054
+15,953
11
$22.3M 1.91%
44,116
+388
12
$21.7M 1.86%
60,786
+1,922
13
$17.8M 1.53%
55,045
+1,613
14
$16.5M 1.42%
210,487
+12,695
15
$16M 1.37%
214,073
+149,530
16
$15M 1.28%
104,176
+3,105
17
$14.4M 1.23%
80,899
+3,524
18
$13.3M 1.14%
50,151
+10,377
19
$12.9M 1.1%
297,609
+8,964
20
$12.5M 1.07%
175,239
+5,641
21
$10.7M 0.92%
66,716
+2,589
22
$10.6M 0.91%
46,431
-7,111
23
$10.5M 0.9%
187,213
+2,225
24
$10.1M 0.86%
333,610
+66,672
25
$9.11M 0.78%
31,079
+911
1
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