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Stock Style
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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
56
3
3
2
5
1
42
9
6
CALAMOS WEALTH MANAGEMENT LLC

Time Period2019-03-31

Total Holdings230

Total Value ($x1000)700,120
Activities
New19

Increased84

Unchanged27

Decreased100

Sold Out20

Top 10 Stock Holdingstotal 37.52%
IVV16.02

IWV3.97

AAPL3.51

IVE2.4

MSFT2.36

 
GOOGL2.21

AMZN2.12

FB1.72

UNH1.64

JPM1.57

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
16.02%
CORE S&P500 ETF
IWV
3.97%
RUSSELL 3000 ETF
AAPL
3.51%
COM
IVE
2.4%
S&P 500 VAL ETF
MSFT
2.36%
COM
GOOGL
2.21%
CAP STK CL A
AMZN
2.12%
COM
FB
1.72%
CL A
UNH
1.64%
COM
JPM
1.57%
COM
ACWX
1.5%
MSCI ACWI US ETF
BAX
1.46%
COM
MCD
1.32%
COM
BSV
1.3%
SHORT TRM BOND
V
1.28%
COM CL A
CSCO
1.25%
COM
BAC
1.16%
COM
DIS
1.09%
COM DISNEY
CVX
1.05%
COM
IEFA
1.05%
CORE MSCI EAFE
PFE
1%
COM
DAL
1%
COM NEW
BA
0.99%
COM
EFA
0.98%
MSCI EAFE ETF
WMT
0.96%
COM
APD
0.91%
COM
LH
0.9%
COM NEW
AGG
0.88%
CORE TOTUSBD ETF
NEE
0.85%
COM
ZION
0.84%
COM
VZ
0.83%
COM
CBOE
0.81%
COM
CRM
0.78%
COM
HON
0.76%
COM
EMR
0.76%
COM
A
0.74%
COM
TWLO
0.73%
CL A
IVW
0.72%
S&P 500 GRWT ETF
AIG
0.72%
COM NEW
NKE
0.69%
CL B
MRK
0.68%
COM
JNJ
0.67%
COM
MA
0.64%
CL A
MDT
0.63%
SHS
PXD
0.62%
COM
ZEN
0.61%
COM
GS
0.59%
COM
RTN
0.59%
COM NEW
NOC
0.57%
COM
EW
0.56%
COM
MPC
0.55%
COM
STWD
0.54%
COM
COP
0.54%
COM
COF
0.54%
COM
HD
0.53%
COM
ALXN
0.53%
COM
VFC
0.51%
COM
DUK
0.5%
COM NEW
LULU
0.49%
COM
RCL
0.49%
COM
MDLZ
0.47%
CL A
PM
0.47%
COM
CL
0.47%
COM
RP
0.47%
COM
NVDA
0.46%
COM
APTV
0.46%
SHS
EQIX
0.44%
COM PAR $0.001
ETFC
0.43%
COM NEW
AMAT
0.41%
COM
DE
0.4%
COM
WCG
0.4%
COM
XOM
0.38%
COM
MMM
0.37%
COM
CMCSA
0.34%
CL A
ICE
0.33%
COM
EEM
0.3%
MSCI EMG MKT ETF
PG
0.3%
COM
PEP
0.3%
COM
IWP
0.26%
RUS MD CP GR ETF
C
0.25%
COM NEW
ARES CAP...
0.25%
PRN
KO
0.24%
COM
AVGO
0.24%
COM
LOW
0.23%
COM
COST
0.23%
COM
MS
0.22%
COM NEW
FIS
0.21%
COM
BIOMARIN...
0.21%
PRN
IH MERGE...
0.2%
PRN
TWITTER ...
0.2%
PRN
LIBERTY ...
0.2%
PRN
NEE/PR
0.2%
UNIT 09/01/2019
CCI/PA
0.19%
6.875% CON PFD A
ON SEMIC...
0.19%
PRN
WRIGHT M...
0.19%
PRN
LIBERTY ...
0.18%
PRN
CSJ
0.18%
1-3 YR CR BD ETF
T
0.17%
COM
SBUX
0.17%
COM
SHY
0.17%
1-3 YR TR BD ETF
DTV
0.16%
UNIT 99/99/9999
ACN
0.16%
SHS CLASS A
ILLUMINA...
0.16%
PRN
BRK.B
0.16%
CL B NEW
PDC ENER...
0.16%
PRN
NFLX
0.16%
COM
ENVESTNE...
0.16%
PRN
AMT
0.16%
COM
BKNG
0.16%
COM
HUM
0.16%
COM
WFC/PL
0.16%
PERP PFD CNV A
BAC/PL
0.16%
7.25%CNV PFD L
LMT
0.15%
COM
STZ
0.15%
CL A
BDXA
0.15%
PFD SHS CONV A
PYPL
0.15%
COM
SRE/PA
0.15%
6% PFD CONV A
IEMG
0.15%
CORE MSCI EMKT
DHR/PA
0.14%
4.75 MND CV PFD
GOOG
0.14%
CAP STK CL C
AEPCU
0.14%
UNIT 03/15/2022
SYK
0.14%
COM
MICROCHI...
0.14%
PRN
MNST
0.14%
COM
IJH
0.13%
CORE S&P MCP ETF
WORKDAY ...
0.13%
PRN
FTV/PA
0.13%
5% PFD CNV SER A
MGM
0.13%
COM
UNP
0.13%
COM
EOG
0.13%
COM
ROYAL GO...
0.12%
PRN
TESLA IN...
0.12%
PRN
SWP
0.12%
UNIT 05/15/2020
CIU
0.12%
INTERM CR BD ETF
AIR TRAN...
0.12%
PRN
CSX
0.12%
COM
ANTM
0.11%
COM
DVY
0.11%
SELECT DIVID ETF
WFC
0.11%
COM
IWF
0.1%
RUS 1000 GRW ETF
CAT
0.1%
COM
MMC
0.1%
COM
SPY
0.1%
TR UNIT
BOOKING ...
0.1%
PRN
NOVELLUS...
0.1%
PRN
GUIDEWIR...
0.1%
PRN
UAL
0.09%
COM
TJX
0.09%
COM
AIZP
0.09%
6.50% CONV PFD D
DWDP
0.09%
COM
II-VI IN...
0.08%
PRN
SLB
0.08%
COM
ISRG
0.08%
COM NEW
WBA
0.08%
COM
EXC
0.08%
COM
IFFT
0.08%
UNIT 09/15/2021
SDY
0.07%
S&P DIVID ETF
USB
0.07%
COM NEW
IONIS PH...
0.07%
PRN
CDW
0.07%
COM
INTC
0.07%
COM
IWB
0.07%
RUS 1000 ETF
CME
0.06%
COM
INFO
0.06%
SHS
XLK
0.06%
TECHNOLOGY
VIAVI SO...
0.06%
PRN
DLTR
0.06%
COM
EXACT SC...
0.06%
PRN
INPHI CO...
0.06%
PRN
TXN
0.06%
COM
ILLUMINA...
0.06%
PRN
HES
0.06%
COM
NSC
0.06%
COM
CB
0.05%
COM
BOOKING ...
0.05%
PRN
HDV
0.05%
HIGH DIVIDND ETF
NTRS
0.05%
COM
VDC
0.05%
CONSUM STP ETF
RH...
0.05%
PRN
STARWOOD...
0.05%
PRN
MET
0.05%
COM
GREENBRI...
0.05%
PRN
GE
0.05%
COM
PRU
0.05%
COM
ADVANCED...
0.04%
PRN
LRCX
0.04%
COM
UTX
0.04%
COM
DISH NET...
0.04%
PRN
IDV
0.04%
INTL SEL DIV ETF
IWD
0.04%
RUS 1000 VAL ETF
WEX
0.04%
COM
VUG
0.04%
GROWTH ETF
ABBV
0.04%
COM
AWK
0.04%
COM
INNOVIVA...
0.04%
PRN
VTI
0.04%
TOTAL STK MKT
XEL
0.04%
COM
AMGN
0.04%
COM
EXPE
0.04%
COM NEW
VMC
0.03%
COM
MO
0.03%
COM
VONG
0.03%
VNG RUS1000GRW
REALPAGE...
0.03%
PRN
EXACT SC...
0.03%
PRN
IWR
0.03%
RUS MID-CAP ETF
LUMENTUM...
0.03%
PRN
VERINT S...
0.03%
PRN
ZTS
0.03%
CL A
OSI SYST...
0.03%
PRN
TMO
0.03%
COM
CAESARS ...
0.03%
PRN
HEI
0.03%
COM
WCN
0.03%
COM
TRANSOCE...
0.03%
PRN
QUOTIENT...
0.03%
PRN
PACIRA P...
0.03%
PRN
SM ENERG...
0.03%
PRN
SYNAPTIC...
0.03%
PRN
EVOLENT ...
0.02%
PRN
NUVASIVE...
0.02%
PRN
DYCOM IN...
0.02%
PRN
ATLAS AI...
0.02%
PRN
PALO ALT...
0.02%
PRN
DEXCOM I...
0.02%
PRN
MICROCHI...
0.02%
PRN
LIQT
0.02%
COM
ATLAS AI...
0.01%
PRN
CTRIP.CO...
< 0.01%
PRN
ECHO GLO...
< 0.01%
PRN
ALLSCRIP...
< 0.01%
PRN
PAYC
0.37%
COM
PWR
0.31%
COM
SWK
0.3%
COM
ARES CAP...
0.23%
PRN
WDAY
0.22%
CL A
INTEL CO...
0.2%
PRN
IH MERGE...
0.17%
PRN
CITRIX S...
0.15%
PRN
MUB
0.11%
NAT AMT FREE BD
SHW
0.1%
COM
IJR
0.09%
CORE S&P SCP ETF
HES/PA
0.07%
DEP PDF SR A
RED HAT ...
0.07%
PRN
PNC
0.07%
COM
AKAMAI T...
0.06%
PRN
CELG
0.06%
COM
BRK.A
0.05%
CL A
MHK
0.05%
COM
MU
0.03%
COM
TUTOR PE...
< 0.01%
PRN