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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 $2,363,300,122
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 256,082 $159,001,066 6.73%
2.
Apple Inc.
 AAPL 695,218 $142,637,889 6.04%
3.
Nvidia Corp
 NVDA 818,872 $129,373,567 5.47%
4.
Microsoft Corp
 MSFT 243,810 $121,273,670 5.13%
5.
Ishares Trust
 IEF 1,082,937 $119,231,341 5.05%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)