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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
1
$200M 7.24%
785,082
+89,864
2
$173M 6.27%
258,633
+2,551
3
$167M 6.04%
894,125
+75,253
4
$138M 4.99%
266,106
+22,296
5
$134M 4.84%
1,107,429
+24,492
6
$119M 4.31%
577,104
+21,523
7
$89.9M 3.25%
369,816
+5,661
8
$81.2M 2.94%
369,936
+28,788
9
$67.5M 2.44%
178,120
+127
10
$64.2M 2.32%
194,475
-6,774
11
$62.4M 2.26%
959,548
+62,648
12
$49M 1.77%
66,695
+14,308
13
$47.7M 1.73%
+1,003,595
14
$40.4M 1.46%
60,715
-2,117
15
$34.2M 1.24%
287,896
-242,742
16
$33.9M 1.23%
+926,589
17
$30.9M 1.12%
90,377
+3,352
18
$28.9M 1.05%
240,800
+39,240
19
$28.1M 1.02%
272,462
+10,304
20
$27.7M 1%
68,283
+4,434
21
$24.6M 0.89%
78,071
+2,595
22
$24M 0.87%
31,460
-6,979
23
$23.7M 0.86%
127,974
+7,843
24
$20.9M 0.76%
97,019
+15,572
25
$20.9M 0.76%
220,155
-5,512
1
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