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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
54
1
1
2
5
1
40
9
2
CALAMOS WEALTH MANAGEMENT LLC

Time Period2018-09-30

Total Holdings216

Total Value ($x1000)802,561
Activities
New16

Increased70

Unchanged16

Decreased114

Sold Out11

Top 10 Stock Holdingstotal 39.26%
IVV13.95

AAPL4.46

IWV3.9

IVW3.83

MSFT2.81

 
IJH2.59

GOOGL2.2

IEFA1.98

JPM1.85

FB1.69

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
13.95%
CORE S&P500 ETF
AAPL
4.46%
COM
IWV
3.9%
RUSSELL 3000 ETF
IVW
3.83%
S&P 500 GRWT ETF
MSFT
2.81%
COM
IJH
2.59%
CORE S&P MCP ETF
GOOGL
2.2%
CAP STK CL A
IEFA
1.98%
CORE MSCI EAFE
JPM
1.85%
COM
FB
1.69%
CL A
UNH
1.63%
COM
IEMG
1.45%
CORE MSCI EMKT
JNJ
1.39%
COM
XOM
1.37%
COM
EFA
1.36%
MSCI EAFE ETF
HD
1.29%
COM
V
1.21%
COM CL A
DIS
1.15%
COM DISNEY
MCD
1.11%
COM
DAL
1.1%
COM NEW
AMZN
1.1%
COM
BA
1.07%
COM
BAX
1.07%
COM
BAC
1.02%
COM
CMCSA
0.96%
CL A
AGG
0.94%
CORE TOTUSBD ETF
BRK.B
0.92%
CL B NEW
HON
0.9%
COM
NEE
0.9%
COM
COST
0.9%
COM
DWDP
0.89%
COM
EMR
0.87%
COM
CVX
0.87%
COM
PEP
0.85%
COM
WMT
0.82%
COM
ORCL
0.81%
COM
LH
0.81%
COM NEW
GS
0.8%
COM
PG
0.78%
COM
MA
0.77%
CL A
ICE
0.77%
COM
C
0.75%
COM NEW
BKNG
0.75%
COM
LMT
0.71%
COM
INTC
0.7%
COM
T
0.69%
COM
HUM
0.67%
COM
ABBV
0.64%
COM
KO
0.64%
COM
MMC
0.61%
COM
PFE
0.61%
COM
PNC
0.59%
COM
AIG
0.59%
COM NEW
TXN
0.58%
COM
AVGO
0.57%
COM
ACN
0.56%
SHS CLASS A
LRCX
0.55%
COM
MGM
0.54%
COM
BK
0.51%
COM
MET
0.5%
COM
VFC
0.48%
COM
DUK
0.44%
COM NEW
MHK
0.42%
COM
SBUX
0.41%
COM
CRM
0.38%
COM
APD
0.37%
COM
EEM
0.35%
MSCI EMG MKT ETF
MMM
0.33%
COM
CSCO
0.31%
COM
NOC
0.29%
COM
GE
0.29%
COM
WDAY
0.27%
CL A
IWP
0.23%
RUS MD CP GR ETF
MDT
0.22%
SHS
MS
0.21%
COM NEW
STZ
0.21%
CL A
ARES CAP...
0.21%
PRN
LIBERTY ...
0.21%
PRN
ILLUMINA...
0.2%
PRN
SHY
0.2%
1-3 YR TR BD ETF
ARES CAP...
0.19%
PRN
LIBERTY ...
0.18%
PRN
EOG
0.18%
COM
MNST
0.18%
COM
INTEL CO...
0.18%
PRN
NEE/PR
0.18%
UNIT 09/01/2019
IH MERGE...
0.17%
PRN
IVE
0.17%
S&P 500 VAL ETF
VZ
0.17%
COM
GOOG
0.17%
CAP STK CL C
CCI/PA
0.17%
6.875% CON PFD A
BDXA
0.16%
PFD SHS CONV A
PDC ENER...
0.16%
PRN
BSV
0.16%
SHORT TRM BOND
IJR
0.16%
CORE S&P SCP ETF
FIS
0.16%
COM
NFLX
0.15%
COM
FTV/PA
0.15%
5% PFD CNV SER A
ENVESTNE...
0.15%
PRN
BAC/PL
0.15%
7.25%CNV PFD L
SLB
0.15%
COM
WFC/PL
0.15%
PERP PFD CNV A
SRE/PA
0.14%
6% PFD CONV A
CITRIX S...
0.14%
PRN
ALTABA I...
0.14%
PRN
IWF
0.14%
RUS 1000 GRW ETF
SWP
0.14%
UNIT 05/15/2020
WFC
0.13%
COM
ROYAL GO...
0.13%
PRN
BIOMARIN...
0.13%
PRN
CSJ
0.12%
1-3 YR CR BD ETF
CAT
0.12%
COM
NVDA
0.12%
COM
MICROCHI...
0.12%
PRN
TWITTER ...
0.12%
PRN
UAL
0.12%
COM
SHW
0.12%
COM
ETFC
0.11%
COM NEW
COF
0.11%
COM
AMT
0.11%
COM
SYK
0.11%
COM
UNP
0.11%
COM
TESLA IN...
0.11%
PRN
MRK
0.11%
COM
LOW
0.1%
COM
ANTM
0.1%
COM
HES/PA
0.1%
DEP PDF SR A
DVY
0.1%
SELECT DIVID ETF
ON SEMIC...
0.1%
PRN
A
0.1%
COM
NKE
0.1%
CL B
CSX
0.1%
COM
TJX
0.09%
COM
BOOKING ...
0.09%
PRN
VTI
0.09%
TOTAL STK MKT
II-VI IN...
0.09%
PRN
MCHP
0.09%
COM
IFFT
0.09%
UNIT 09/15/2021
WBA
0.09%
COM
FINISAR ...
0.09%
PRN
SPY
0.09%
TR UNIT
ABT
0.08%
COM
PM
0.08%
COM
GUIDEWIR...
0.08%
PRN
NOVELLUS...
0.08%
PRN
CIU
0.08%
INTERM CR BD ETF
WORKDAY ...
0.07%
PRN
USB
0.07%
COM NEW
CELG
0.07%
COM
VEECO IN...
0.07%
PRN
MDLZ
0.07%
CL A
DTV
0.07%
UNIT 99/99/9999
SDY
0.06%
S&P DIVID ETF
BOOKING ...
0.06%
PRN
RCL
0.06%
COM
NTRS
0.06%
COM
STARWOOD...
0.06%
PRN
EXC
0.06%
COM
ILLUMINA...
0.06%
PRN
XLK
0.06%
TECHNOLOGY
GREENBRI...
0.05%
PRN
IWB
0.05%
RUS 1000 ETF
PRU
0.05%
COM
PXD
0.05%
COM
CB
0.05%
COM
AKAMAI T...
0.05%
PRN
ALLSCRIP...
0.05%
PRN
APTV
0.05%
SHS
DLTR
0.05%
COM
HAL
0.05%
COM
RED HAT ...
0.05%
PRN
ADVANCED...
0.05%
PRN
IWD
0.04%
RUS 1000 VAL ETF
VDC
0.04%
CONSUM STP ETF
STARWOOD...
0.04%
PRN
MU
0.04%
COM
DYCOM IN...
0.04%
PRN
DISH NET...
0.04%
PRN
UTX
0.04%
COM
BRK.A
0.04%
CL A
NSC
0.04%
COM
VMC
0.04%
COM
IDV
0.04%
INTL SEL DIV ETF
MO
0.04%
COM
NUVASIVE...
0.04%
PRN
CBOE
0.04%
COM
VUG
0.04%
GROWTH ETF
AMGN
0.03%
COM
IWR
0.03%
RUS MID-CAP ETF
INNOVIVA...
0.03%
PRN
VEA
0.03%
FTSE DEV MKT ETF
VONG
0.03%
VNG RUS1000GRW
HEI
0.03%
COM
IJK
0.03%
S&P MC 400GR ETF
LUMENTUM...
0.03%
PRN
LLY
0.03%
COM
RH...
0.03%
PRN
SM ENERG...
0.03%
PRN
IEF
0.03%
7-10 Y TR BD ETF
AIR LEAS...
0.03%
PRN
LQD
0.03%
IBOXX INV CP ETF
VIAVI SO...
0.03%
PRN
EXACT SC...
0.03%
PRN
SYNAPTIC...
0.03%
PRN
ECHO GLO...
0.03%
PRN
REDFIN C...
0.02%
PRN
TUTOR PE...
0.02%
PRN
CTRIP.CO...
0.02%
PRN
ATLAS AI...
0.02%
PRN
IRONWOOD...
0.02%
PRN
SLM
0.02%
COM
PALO ALT...
0.01%
PRN
MICROCHI...
0.01%
PRN
ARCONIC ...
0.01%
PRN
ATLAS AI...
0.01%
PRN
ROVI COR...
0.01%
PRN
NEE/PQ
0.21%
UNIT 08/31/2018
WORKDAY ...
0.17%
PRN
PROOFPOI...
0.13%
PRN
MOH
0.1%
PRN
ETN
0.08%
SHS
KNOWLES ...
0.07%
PRN
VWO
0.04%
FTSE EMR MKT ETF
NEVRO CO...
0.04%
PRN
VTV
0.03%
VALUE ETF
SERVICEN...
0.01%
PRN
MACQUARI...
0.01%
PRN