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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
53
1
1
2
5
1
39
9
1
CALAMOS WEALTH MANAGEMENT LLC

Time Period2018-06-30

Total Holdings211

Total Value ($x1000)802,212
Activities
New14

Increased36

Unchanged33

Decreased128

Sold Out20

Top 10 Stock Holdingstotal 37.83%
IVV12.14

IEFA4.37

IVW4.23

AAPL3.78

MSFT2.57

 
IJH2.27

IWV2.22

GOOGL2.16

IEMG2.14

FB1.95

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
12.14%
CORE S&P500 ETF
IEFA
4.37%
CORE MSCI EAFE
IVW
4.23%
S&P 500 GRWT ETF
AAPL
3.78%
COM
MSFT
2.57%
COM
IJH
2.27%
CORE S&P MCP ETF
IWV
2.22%
RUSSELL 3000 ETF
GOOGL
2.16%
CAP STK CL A
IEMG
2.14%
CORE MSCI EMKT
FB
1.95%
CL A
JPM
1.8%
COM
EFA
1.72%
MSCI EAFE ETF
UNH
1.6%
COM
XOM
1.45%
COM
JNJ
1.29%
COM
HD
1.28%
COM
AGG
1.14%
CORE TOTUSBD ETF
V
1.12%
COM CL A
MCD
1.1%
COM
BAX
1.09%
COM
DIS
1.08%
COM DISNEY
IVE
1.05%
S&P 500 VAL ETF
BAC
1.03%
COM
BA
1.02%
COM
DAL
1%
COM NEW
DWDP
0.98%
COM
NEE
0.98%
COM
CVX
0.95%
COM
CMCSA
0.95%
CL A
AMZN
0.94%
COM
LH
0.89%
COM NEW
PEP
0.89%
COM
COST
0.87%
COM
HON
0.85%
COM
BRK.B
0.84%
CL B NEW
GS
0.84%
COM
EMR
0.83%
COM
BKNG
0.82%
COM
INTC
0.82%
COM
ICE
0.8%
COM
PG
0.78%
COM
ORCL
0.75%
COM
C
0.74%
COM NEW
MA
0.73%
CL A
PM
0.73%
COM
LRCX
0.72%
COM
WMT
0.72%
COM
T
0.71%
COM
ABBV
0.67%
COM
MMC
0.66%
COM
LMT
0.65%
COM
KO
0.65%
COM
TXN
0.64%
COM
HUM
0.64%
COM
PNC
0.64%
COM
AIG
0.63%
COM NEW
MGM
0.61%
COM
AVGO
0.6%
COM
BK
0.59%
COM
ACN
0.59%
SHS CLASS A
MHK
0.55%
COM
MET
0.51%
COM
PFE
0.5%
COM
EEM
0.5%
MSCI EMG MKT ETF
SBUX
0.49%
COM
DUK
0.47%
COM NEW
VFC
0.42%
COM
APD
0.38%
COM
GE
0.37%
COM
MMM
0.31%
COM
CRM
0.29%
COM
CSCO
0.27%
COM
NFLX
0.23%
COM
IWP
0.22%
RUS MD CP GR ETF
ARES CAP...
0.22%
PRN
STZ
0.21%
CL A
NEE/PQ
0.21%
UNIT 08/31/2018
MS
0.21%
COM NEW
LIBERTY ...
0.2%
PRN
EOG
0.18%
COM
MNST
0.18%
COM
INVITATI...
0.17%
PRN
INTEL CO...
0.17%
PRN
WDAY
0.17%
CL A
WORKDAY ...
0.17%
PRN
VZ
0.17%
COM
GOOG
0.16%
CAP STK CL C
SLB
0.16%
COM
ILLUMINA...
0.16%
PRN
CCI/PA
0.16%
6.875% CON PFD A
FIS
0.15%
COM
TESLA MO...
0.15%
PRN
BDXA
0.15%
PFD SHS CONV A
WFC
0.14%
COM
HAL
0.14%
COM
NOC
0.14%
COM
ARES CAP...
0.14%
PRN
ROYAL GO...
0.14%
PRN
ETFC
0.14%
COM NEW
ENVESTNE...
0.13%
PRN
ALTABA I...
0.13%
PRN
BAC/PL
0.13%
7.25%CNV PFD L
SWP
0.13%
UNIT 05/15/2020
TWITTER ...
0.13%
PRN
WFC/PL
0.13%
PERP PFD CNV A
PROOFPOI...
0.13%
PRN
THE PRIC...
0.13%
PRN
MICROCHI...
0.12%
PRN
IJR
0.12%
CORE S&P SCP ETF
CITRIX S...
0.12%
PRN
AMT
0.12%
COM
MDT
0.12%
SHS
BIOMARIN...
0.11%
PRN
COF
0.11%
COM
DVY
0.11%
SELECT DIVID ETF
NVDA
0.11%
COM
CAT
0.11%
COM
SHW
0.11%
COM
SYK
0.11%
COM
MCHP
0.1%
COM
IWF
0.1%
RUS 1000 GRW ETF
MOH
0.1%
PRN
ON SEMIC...
0.1%
PRN
UAL
0.09%
COM
MRK
0.09%
COM
FINISAR ...
0.09%
PRN
AMGN
0.09%
COM
NOVELLUS...
0.09%
PRN
UNP
0.09%
COM
HES/PA
0.09%
DEP PDF SR A
LOW
0.09%
COM
MDLZ
0.09%
CL A
CSX
0.09%
COM
ANTM
0.09%
COM
VTI
0.09%
TOTAL STK MKT
SRE/PA
0.09%
6% PFD CONV A
MO
0.08%
COM
TJX
0.08%
COM
A
0.08%
COM
ETN
0.08%
SHS
DISH NET...
0.08%
PRN
CIU
0.08%
INTERM CR BD ETF
SPY
0.08%
TR UNIT
VEECO IN...
0.08%
PRN
WBA
0.07%
COM
KNOWLES ...
0.07%
PRN
ABT
0.07%
COM
CELG
0.07%
COM
THE PRIC...
0.07%
PRN
WORKDAY ...
0.07%
PRN
NTRS
0.06%
COM
DTV
0.06%
UNIT 99/99/9999
CSJ
0.06%
1-3 YR CR BD ETF
SHY
0.06%
1-3 YR TR BD ETF
SDY
0.06%
S&P DIVID ETF
STARWOOD...
0.06%
PRN
EXC
0.06%
COM
PXD
0.06%
COM
APTV
0.05%
SHS
DLTR
0.05%
COM
CB
0.05%
COM
PRU
0.05%
COM
RCL
0.05%
COM
IWB
0.05%
RUS 1000 ETF
XLK
0.05%
TECHNOLOGY
VMC
0.04%
COM
VDC
0.04%
CONSUM STP ETF
VWO
0.04%
FTSE EMR MKT ETF
GUIDEWIR...
0.04%
PRN
GREENBRI...
0.04%
PRN
LQD
0.04%
IBOXX INV CP ETF
AKAMAI T...
0.04%
PRN
IDV
0.04%
INTL SEL DIV ETF
MU
0.04%
COM
NEVRO CO...
0.04%
PRN
ILLUMINA...
0.04%
PRN
BRK.A
0.04%
CL A
ALLSCRIP...
0.03%
PRN
UTX
0.03%
COM
RED HAT ...
0.03%
PRN
VUG
0.03%
GROWTH ETF
DYCOM IN...
0.03%
PRN
NSC
0.03%
COM
VEA
0.03%
FTSE DEV MKT ETF
CBOE
0.03%
COM
STARWOOD...
0.03%
PRN
NEE/PR
0.03%
UNIT 09/01/2019
IJK
0.03%
S&P MC 400GR ETF
VONG
0.03%
VNG RUS1000GRW
IEF
0.03%
7-10 Y TR BD ETF
INNOVIVA...
0.03%
PRN
VTV
0.03%
VALUE ETF
NUVASIVE...
0.02%
PRN
LUMENTUM...
0.02%
PRN
ATLAS AI...
0.02%
PRN
ECHO GLO...
0.02%
PRN
VIAVI SO...
0.02%
PRN
AIR LEAS...
0.02%
PRN
ADVANCED...
0.02%
PRN
SLM
0.02%
COM
CTRIP.CO...
0.02%
PRN
MICROCHP...
0.02%
PRN
TUTOR PE...
0.01%
PRN
ROVI COR...
0.01%
PRN
IRONWOOD...
0.01%
PRN
PDC ENER...
0.01%
PRN
SERVICEN...
0.01%
PRN
PALO ALT...
0.01%
PRN
RTI INTL...
0.01%
PRN
MACQUARI...
0.01%
PRN
SM ENERG...
< 0.01%
PRN
AGN
0.68%
SHS
AVGO
0.6%
SHS
CCI
0.44%
COM
HYG
0.22%
IBOXX HI YD ETF
AMAT
0.15%
COM
UPS
0.12%
CL B
NCR
0.1%
COM
ANTX
0.09%
UNIT 05/01/20188
NICE LTD...
0.08%
PRN
BMY
0.07%
COM
MICRON T...
0.06%
PRN
BABA
0.05%
SPONSORED ADS
EFAV
0.04%
EAFE MIN VOL ETF
LAM RESE...
0.04%
PRN
ZEN
0.03%
COM
XLF
0.03%
SBI INT-FINL
MEDIDATA...
0.03%
PRN
BLACKHAW...
0.02%
PRN
INPHI CO...
0.02%
PRN
SAN
0.01%
ADR