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Home > Institutional Investor > Calamos Wealth Management Llc > Profile

Instuitional Investor - Calamos Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Calamos Wealth Management Llc
Portfolio Value $2,005,610,252
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 266,955 $150,002,240 7.48%
2.
Apple Inc.
 AAPL 663,055 $147,284,327 7.34%
3.
Ishares Trust
 IEF 542,196 $103,331,695 5.15%
4.
Ishares Trust
 IEF 1,075,698 $99,857,074 4.98%
5.
Microsoft Corp
 MSFT 237,203 $89,043,797 4.44%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)