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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
52
1
2
3
5
1
40
8
1
CALAMOS WEALTH MANAGEMENT LLC

Time Period2018-03-31

Total Holdings217

Total Value ($x1000)797,865
Activities
New23

Increased87

Unchanged16

Decreased91

Sold Out29

Top 10 Stock Holdingstotal 34.34%
IVV11.06

IEFA4.41

IVW3.36

AAPL2.88

MSFT2.4

 
IEMG2.29

IWV2.15

GOOGL2.04

IJH1.88

JPM1.87

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
11.06%
CORE S&P500 ETF
IEFA
4.41%
CORE MSCI EAFE
IVW
3.36%
S&P 500 GRWT ETF
AAPL
2.88%
COM
MSFT
2.4%
COM
IEMG
2.29%
CORE MSCI EMKT
IWV
2.15%
RUSSELL 3000 ETF
GOOGL
2.04%
CAP STK CL A
IJH
1.88%
CORE S&P MCP ETF
JPM
1.87%
COM
FB
1.65%
CL A
EFA
1.5%
MSCI EAFE ETF
DVY
1.47%
SELECT DIVID ETF
UNH
1.42%
COM
JNJ
1.36%
COM
XOM
1.31%
COM
AGG
1.29%
CORE TOTUSBD ETF
IVE
1.19%
S&P 500 VAL ETF
DAL
1.14%
COM NEW
MCD
1.14%
COM
BAC
1.09%
COM
HD
1.08%
COM
CMCSA
1.08%
CL A
NEE
1.07%
COM
DIS
1.07%
COM DISNEY
V
1.03%
COM CL A
BAX
0.99%
COM
DWDP
0.98%
COM
GS
0.98%
COM
BRK.B
0.93%
CL B NEW
PEP
0.92%
COM
INTC
0.88%
COM
CVX
0.88%
COM
HON
0.87%
COM
LRCX
0.87%
COM
PM
0.86%
COM
BKNG
0.85%
COM
BA
0.85%
COM
T
0.84%
COM
PG
0.82%
COM
ICE
0.82%
COM
ORCL
0.81%
COM
COST
0.79%
COM
WMT
0.78%
COM
LMT
0.78%
COM
AMZN
0.78%
COM
ABBV
0.77%
COM
C
0.77%
COM NEW
LH
0.77%
COM NEW
MGM
0.76%
COM
PNC
0.74%
COM
MMC
0.69%
COM
AGN
0.68%
SHS
AIG
0.68%
COM NEW
EMR
0.67%
COM
MA
0.67%
CL A
KO
0.66%
COM
CIU
0.63%
INTERM CR BD ETF
TXN
0.63%
COM
SBUX
0.6%
COM
AVGO
0.6%
SHS
BK
0.59%
COM
HUM
0.59%
COM
ACN
0.57%
SHS CLASS A
MET
0.56%
COM
PFE
0.51%
COM
DUK
0.48%
COM NEW
CCI
0.44%
COM
EEM
0.43%
MSCI EMG MKT ETF
GE
0.39%
COM
VFC
0.38%
COM
NFLX
0.29%
COM
CSCO
0.27%
COM
MS
0.25%
COM NEW
STZ
0.23%
CL A
ARES CAP...
0.22%
PRN
HYG
0.22%
IBOXX HI YD ETF
LOW
0.22%
COM
CRM
0.22%
COM
NEE/PQ
0.21%
UNIT 08/31/2018
IWP
0.21%
RUS MD CP GR ETF
LIBERTY ...
0.19%
PRN
INTEL CO...
0.18%
PRN
MNST
0.18%
COM
WDAY
0.18%
CL A
COLONY S...
0.18%
PRN
WORKDAY ...
0.17%
PRN
CITRIX S...
0.17%
PRN
CCI/PA
0.17%
6.875% CON PFD A
SYK
0.17%
COM
SLB
0.16%
COM
NOC
0.16%
COM
VZ
0.16%
COM
ILLUMINA...
0.16%
PRN
EOG
0.16%
COM
SWP
0.15%
UNIT 05/15/2020
NOVELLUS...
0.15%
PRN
AMAT
0.15%
COM
HAL
0.15%
COM
CSJ
0.15%
1-3 YR CR BD ETF
BDXA
0.15%
PFD SHS CONV A
GOOG
0.15%
CAP STK CL C
TESLA MO...
0.15%
PRN
VMC
0.15%
COM
ROYAL GO...
0.14%
PRN
FIS
0.14%
COM
BAC/PL
0.14%
7.25%CNV PFD L
ALTABA I...
0.14%
PRN
THE PRIC...
0.14%
PRN
WFC/PL
0.13%
PERP PFD CNV A
MHK
0.13%
COM
PROOFPOI...
0.13%
PRN
WFC
0.13%
COM
ETFC
0.13%
COM NEW
ENVESTNE...
0.12%
PRN
MICROCHI...
0.12%
PRN
COF
0.12%
COM
UPS
0.12%
CL B
AMT
0.12%
COM
CAT
0.12%
COM
FINISAR ...
0.12%
PRN
MDLZ
0.11%
CL A
ON SEMIC...
0.11%
PRN
BIOMARIN...
0.11%
PRN
MCHP
0.11%
COM
NVDA
0.11%
COM
MO
0.1%
COM
NCR
0.1%
COM
IWF
0.1%
RUS 1000 GRW ETF
UAL
0.09%
COM
ANTX
0.09%
UNIT 05/01/20188
MOH
0.09%
PRN
ETN
0.09%
SHS
UNP
0.09%
COM
AMGN
0.09%
COM
MRK
0.09%
COM
NICE LTD...
0.08%
PRN
VEECO IN...
0.08%
PRN
VTI
0.08%
TOTAL STK MKT
WBA
0.08%
COM
CELG
0.08%
COM
DISH NET...
0.08%
PRN
CSX
0.08%
COM
SDY
0.08%
S&P DIVID ETF
TJX
0.07%
COM
BMY
0.07%
COM
A
0.07%
COM
HES/PA
0.07%
DEP PDF SR A
SPY
0.07%
TR UNIT
WORKDAY ...
0.07%
PRN
THE PRIC...
0.07%
PRN
IJR
0.07%
CORE S&P SCP ETF
KNOWLES ...
0.07%
PRN
NTRS
0.07%
COM
DTV
0.07%
UNIT 99/99/9999
ABT
0.07%
COM
IDV
0.07%
INTL SEL DIV ETF
DLTR
0.06%
COM
STARWOOD...
0.06%
PRN
RCL
0.06%
COM
CB
0.06%
COM
MICRON T...
0.06%
PRN
PRU
0.06%
COM
IWB
0.05%
RUS 1000 ETF
EXC
0.05%
COM
PXD
0.05%
COM
APTV
0.05%
SHS
MDT
0.05%
SHS
MMM
0.05%
COM
LQD
0.05%
IBOXX INV CP ETF
BABA
0.05%
SPONSORED ADS
XLK
0.05%
TECHNOLOGY
EFAV
0.04%
EAFE MIN VOL ETF
VWO
0.04%
FTSE EMR MKT ETF
LAM RESE...
0.04%
PRN
NEVRO CO...
0.04%
PRN
GREENBRI...
0.04%
PRN
GUIDEWIR...
0.04%
PRN
RED HAT ...
0.04%
PRN
BRK.A
0.04%
CL A
SHY
0.04%
1-3 YR TR BD ETF
UTX
0.04%
COM
DYCOM IN...
0.04%
PRN
ALLSCRIP...
0.03%
PRN
IEF
0.03%
7-10 Y TR BD ETF
ZEN
0.03%
COM
NSC
0.03%
COM
NEE/PR
0.03%
UNIT 09/01/2019
STARWOOD...
0.03%
PRN
INNOVIVA...
0.03%
PRN
XLF
0.03%
SBI INT-FINL
MEDIDATA...
0.03%
PRN
IJK
0.03%
S&P MC 400GR ETF
VONG
0.03%
VNG RUS1000GRW
VUG
0.03%
GROWTH ETF
ILLUMINA...
0.03%
PRN
NUVASIVE...
0.02%
PRN
BLACKHAW...
0.02%
PRN
VIAVI SO...
0.02%
PRN
ECHO GLO...
0.02%
PRN
AIR LEAS...
0.02%
PRN
ATLAS AI...
0.02%
PRN
CTRIP.CO...
0.02%
PRN
SLM
0.02%
COM
MICROCHP...
0.02%
PRN
INPHI CO...
0.02%
PRN
ROVI COR...
0.02%
PRN
TUTOR PE...
0.02%
PRN
ADVANCED...
0.01%
PRN
IRONWOOD...
0.01%
PRN
PDC ENER...
0.01%
PRN
RTI INTL...
0.01%
PRN
SERVICEN...
0.01%
PRN
SAN
0.01%
ADR
PALO ALT...
0.01%
PRN
MACQUARI...
0.01%
PRN
SM ENERG...
< 0.01%
PRN
PCLN
0.66%
COM NEW
TMO
0.35%
COM
MPC
0.35%
COM
AMT/PB
0.24%
DEP PFD CONV SE
IWS
0.19%
RUS MDCP VAL ETF
SALESFOR...
0.15%
PRN
DFS
0.12%
COM
AGN/PA
0.1%
PFD CONV SER A
REGN
0.1%
COM
FDX
0.08%
COM
GM
0.08%
COM
CL
0.06%
COM
SPLV
0.05%
S&P500 LOW VOL
VT
0.05%
TT WRLD ST ETF
RPG
0.05%
GUG S&P500 PU GR
ARES CAP...
0.03%
PRN
VTV
0.03%
VALUE ETF
EFV
0.03%
EAFE VALUE ETF
VEU
0.03%
ALLWRLD EX US
VEA
0.03%
FTSE DEV MKT ETF
BDX
0.03%
COM
KHC
0.03%
COM
CBOE
0.03%
COM
BIOMARIN...
0.02%
PRN
OLD REPU...
0.01%
PRN
GREENBRI...
0.01%
PRN
WEATHERF...
0.01%
PRN
CALATLAN...
< 0.01%
PRN
THE PRIC...
< 0.01%
PRN