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
$2B
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$10.4M
3
+$9.58M
4
MCO icon
Moody's
MCO
+$9.58M
5
DKNG icon
DraftKings
DKNG
+$9.28M

Top Sells

1
+$16.2M
2
+$11.9M
3
+$11.6M
4
XOM icon
Exxon Mobil
XOM
+$11.5M
5
CZR icon
Caesars Entertainment
CZR
+$10.8M

Sector Composition

1 Technology 26.02%
2 Consumer Discretionary 8.38%
3 Financials 7.67%
4 Communication Services 6.32%
5 Healthcare 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$153M 7.66%
611,528
+8,064
2
$148M 7.39%
251,175
-3,674
3
$106M 5.31%
1,045,415
+18,506
4
$99.8M 4.99%
742,848
+36,583
5
$94.5M 4.73%
224,258
+3,833
6
$91.4M 4.57%
478,996
+2,168
7
$66.9M 3.34%
353,159
+2,007
8
$65.1M 3.26%
296,925
+3,582
9
$56.1M 2.8%
167,695
+6,388
10
$49.2M 2.46%
427,360
+15,491
11
$44.9M 2.24%
860,000
+51,590
12
$38.2M 1.91%
164,864
+14,089
13
$33.1M 1.65%
597,635
-14,586
14
$32.2M 1.61%
54,983
+2,043
15
$24.5M 1.22%
77,443
+435
16
$24.4M 1.22%
62,673
-330
17
$24.2M 1.21%
27,152
-309
18
$22.9M 1.15%
253,632
+791
19
$21.8M 1.09%
28,284
+319
20
$20.3M 1.02%
40,171
+157
21
$17.9M 0.9%
218,031
+64,216
22
$16.3M 0.82%
97,947
-609
23
$15.8M 0.79%
53,286
+264
24
$15.5M 0.78%
353,695
+104,890
25
$15M 0.75%
105,116
+59,763
1
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