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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
1
4
4
1
42
8
1
CALAMOS WEALTH MANAGEMENT LLC

Time Period2017-12-31

Total Holdings223

Total Value ($x1000)770,752
Activities
New27

Increased76

Unchanged11

Decreased109

Sold Out27

Top 10 Stock Holdingstotal 32.32%
IVV10.86

IEFA3.9

AAPL3

IVW2.69

MSFT2.29

 
IWV2.06

GOOGL1.99

DVY1.94

JPM1.84

IJH1.75

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
10.86%
CORE S&P500 ETF
IEFA
3.9%
CORE MSCI EAFE
AAPL
3%
COM
IVW
2.69%
S&P 500 GRWT ETF
MSFT
2.29%
COM
IWV
2.06%
RUSSELL 3000 ETF
GOOGL
1.99%
CAP STK CL A
DVY
1.94%
SELECT DIVID ETF
JPM
1.84%
COM
IJH
1.75%
CORE S&P MCP ETF
AGG
1.64%
CORE TOTUSBD ETF
JNJ
1.51%
COM
UNH
1.47%
COM
EFA
1.46%
MSCI EAFE ETF
XOM
1.44%
COM
IEMG
1.41%
CORE MSCI EMKT
IVE
1.28%
S&P 500 VAL ETF
CMCSA
1.28%
CL A
DIS
1.18%
COM DISNEY
HD
1.16%
COM
DWDP
1.1%
COM
BAC
1.08%
COM
PEP
1.01%
COM
DAL
1.01%
COM NEW
V
1%
COM CL A
GS
1%
COM
CSCO
1%
COM
CVX
0.98%
COM
BAX
0.98%
COM
PG
0.97%
COM
C
0.92%
COM NEW
SYK
0.92%
COM
HON
0.91%
COM
BRK.B
0.89%
CL B NEW
PM
0.89%
COM
NEE
0.89%
COM
T
0.85%
COM
WMT
0.84%
COM
MCD
0.83%
COM
ICE
0.81%
COM
LRCX
0.77%
COM
PNC
0.77%
COM
BA
0.77%
COM
LMT
0.77%
COM
COST
0.76%
COM
INTC
0.75%
COM
LH
0.72%
COM NEW
KO
0.71%
COM
MRK
0.71%
COM
FB
0.7%
CL A
CIU
0.69%
INTERM CR BD ETF
MGM
0.69%
COM
AMZN
0.68%
COM
PCLN
0.66%
COM NEW
AVGO
0.66%
SHS
TJX
0.66%
COM
MET
0.61%
COM
SBUX
0.61%
COM
TXN
0.6%
COM
BK
0.58%
COM
MA
0.58%
CL A
ACN
0.56%
SHS CLASS A
PFE
0.53%
COM
DUK
0.5%
COM NEW
EMR
0.5%
COM
AGN
0.49%
SHS
MCHP
0.47%
COM
GE
0.44%
COM
AMGN
0.44%
COM
CCI
0.42%
COM
VFC
0.4%
COM
EEM
0.39%
MSCI EMG MKT ETF
TMO
0.35%
COM
MPC
0.35%
COM
ARES CAP...
0.28%
PRN
NEE/PQ
0.28%
UNIT 08/31/2018
INTEL CO...
0.27%
PRN
LOW
0.26%
COM
MS
0.26%
COM NEW
CELG
0.25%
COM
TESLA MO...
0.25%
PRN
LIBERTY ...
0.24%
PRN
STZ
0.24%
CL A
AMT/PB
0.24%
DEP PFD CONV SE
HYG
0.23%
IBOXX HI YD ETF
UPS
0.23%
CL B
COLONY S...
0.23%
PRN
ALTABA I...
0.22%
PRN
VZ
0.21%
COM
MNST
0.21%
COM
IWP
0.2%
RUS MD CP GR ETF
CITRIX S...
0.2%
PRN
NFLX
0.2%
COM
CRM
0.2%
COM
IWS
0.19%
RUS MDCP VAL ETF
WORKDAY ...
0.19%
PRN
WFC
0.18%
COM
ABBV
0.18%
COM
ILLUMINA...
0.18%
PRN
EOG
0.18%
COM
BDXA
0.17%
PFD SHS CONV A
VMC
0.17%
COM
ROYAL GO...
0.17%
PRN
BAC/PL
0.17%
7.25%CNV PFD L
MHK
0.17%
COM
NOVELLUS...
0.16%
PRN
SLB
0.16%
COM
WFC/PL
0.16%
PERP PFD CNV A
NOC
0.16%
COM
AMAT
0.15%
COM
GOOG
0.15%
CAP STK CL C
SALESFOR...
0.15%
PRN
MICROCHP...
0.15%
PRN
WDAY
0.15%
CL A
FIS
0.14%
COM
PROOFPOI...
0.14%
PRN
CSJ
0.14%
1-3 YR CR BD ETF
CAT
0.14%
COM
MDLZ
0.13%
CL A
MO
0.13%
COM
ETFC
0.13%
COM NEW
THE PRIC...
0.12%
PRN
ON SEMIC...
0.12%
PRN
ANTX
0.12%
UNIT 05/01/20188
FINISAR ...
0.12%
PRN
DFS
0.12%
COM
CCI/PA
0.11%
6.875% CON PFD A
WBA
0.11%
COM
BIOMARIN...
0.11%
PRN
VEECO IN...
0.1%
PRN
INNOVIVA...
0.1%
PRN
IWF
0.1%
RUS 1000 GRW ETF
ETN
0.1%
SHS
UNP
0.1%
COM
MOH
0.1%
PRN
AGN/PA
0.1%
PFD CONV SER A
DISH NET...
0.1%
PRN
UAL
0.1%
COM
REGN
0.1%
COM
SWP
0.09%
UNIT 05/15/2020
CSX
0.09%
COM
EFAV
0.09%
EAFE MIN VOL ETF
VTI
0.09%
TOTAL STK MKT
MMC
0.09%
COM
DTV
0.09%
UNIT 99/99/9999
NCR
0.08%
COM
FDX
0.08%
COM
A
0.08%
COM
PRU
0.08%
COM
KNOWLES ...
0.08%
PRN
INPHI CO...
0.08%
PRN
SPY
0.08%
TR UNIT
DLTR
0.08%
COM
CB
0.08%
COM
GM
0.08%
COM
COF
0.07%
COM
AIG
0.07%
COM NEW
IJR
0.07%
CORE S&P SCP ETF
WORKDAY ...
0.07%
PRN
RCL
0.07%
COM
IDV
0.07%
INTL SEL DIV ETF
EXC
0.07%
COM
THE PRIC...
0.07%
PRN
HAL
0.07%
COM
LQD
0.06%
IBOXX INV CP ETF
CL
0.06%
COM
MDT
0.06%
SHS
PXD
0.06%
COM
IWB
0.06%
RUS 1000 ETF
MMM
0.06%
COM
SDY
0.06%
S&P DIVID ETF
SPLV
0.05%
S&P500 LOW VOL
SHY
0.05%
1-3 YR TR BD ETF
VT
0.05%
TT WRLD ST ETF
MICRON T...
0.05%
PRN
RPG
0.05%
GUG S&P500 PU GR
UTX
0.05%
COM
BABA
0.04%
SPONSORED ADS
RED HAT ...
0.04%
PRN
LAM RESE...
0.04%
PRN
VWO
0.04%
FTSE EMR MKT ETF
BRK.A
0.04%
CL A
DYCOM IN...
0.04%
PRN
ALLSCRIP...
0.04%
PRN
BLACKHAW...
0.03%
PRN
NSC
0.03%
COM
ARES CAP...
0.03%
PRN
IEF
0.03%
7-10 Y TR BD ETF
VTV
0.03%
VALUE ETF
EFV
0.03%
EAFE VALUE ETF
MEDIDATA...
0.03%
PRN
STARWOOD...
0.03%
PRN
VEA
0.03%
FTSE DEV MKT ETF
VEU
0.03%
ALLWRLD EX US
BDX
0.03%
COM
KHC
0.03%
COM
IJK
0.03%
S&P MC 400GR ETF
CBOE
0.03%
COM
VONG
0.03%
VNG RUS1000GRW
XLF
0.03%
SBI INT-FINL
AIR LEAS...
0.02%
PRN
BIOMARIN...
0.02%
PRN
ATLAS AI...
0.02%
PRN
NUVASIVE...
0.02%
PRN
TUTOR PE...
0.02%
PRN
CTRIP.CO...
0.02%
PRN
ECHO GLO...
0.02%
PRN
ROVI COR...
0.02%
PRN
MACQUARI...
0.02%
PRN
ILLUMINA...
0.01%
PRN
ADVANCED...
0.01%
PRN
SERVICEN...
0.01%
PRN
PDC ENER...
0.01%
PRN
IRONWOOD...
0.01%
PRN
OLD REPU...
0.01%
PRN
SM ENERG...
0.01%
PRN
GREENBRI...
0.01%
PRN
RTI INTL...
0.01%
PRN
SAN
0.01%
ADR
PALO ALT...
0.01%
PRN
WEATHERF...
0.01%
PRN
CALATLAN...
< 0.01%
PRN
THE PRIC...
< 0.01%
PRN
AMJ
0.52%
ALERIAN ML ETN
AMT
0.51%
COM
BBT
0.4%
COM
COP
0.4%
COM
TGT
0.37%
COM
F
0.37%
COM PAR $0.01
AMLP
0.35%
ALERIAN MLP
HCN
0.33%
COM
PYPL
0.25%
COM
PH
0.2%
COM
AET
0.2%
COM
TMUS/PA
0.19%
CONV PFD SER A
NUE
0.17%
COM
STARWOOD...
0.15%
PRN
TS
0.09%
SPONSORED ADR
INPHI CO...
0.09%
PRN
PANDORA ...
0.09%
PRN
NKE
0.08%
CL B
BCR
0.04%
COM
VUG
0.03%
GROWTH ETF
BND
0.03%
TOTAL BND MRKT
TTWO
0.03%
COM
ACWX
0.03%
MSCI ACWI US ETF
EMERGENT...
0.02%
PRN
SLM
0.02%
COM
HOLOGIC ...
< 0.01%
PRN
INTEL CO...
< 0.01%
PRN