Calamos Advisors LLC
Institutional investor · Portfolio as of Q1 2019
Top Holdings652 positions
MICROSOFT CORP | 3.6M | $418.8M | 2.6% | $110.12 | 0.00% | 1 qtr | First report 0 |
AMAZON COM INC | 190,474 | $339.2M | 2.1% | $89.04 | 0.00% | 1 qtr | First report 0 |
ALPHABET INC | 267,118 | $314.4M | 2.0% | $58.29 | 0.00% | 1 qtr | First report 0 |
APPLE INC | 1.6M | $311.8M | 1.9% | $45.22 | 0.00% | 1 qtr | First report 0 |
META PLATFORMS INC | 1.7M | $281.3M | 1.8% | $165.11 | 0.00% | 1 qtr | First report 0 |
JOHNSON & JOHNSON | 1.5M | $204.9M | 1.3% | $113.77 | 0.00% | 1 qtr | First report 0 |
BANK OF AMER CORP | 6M | $166.3M | 1.0% | $23.03 | 0.00% | 1 qtr | First report 0 |
VISA INC | 1M | $160.7M | 1.0% | $148.12 | 0.00% | 1 qtr | First report 0 |
| 48.1M | $156.3M | 1.0% | — | — | — | First report 0 | |
EXXON MOBIL CORP | 1.9M | $155.4M | 1.0% | $58.62 | 0.00% | 1 qtr | First report 0 |
JPMORGAN CHASE & CO | 1.4M | $142.7M | 0.9% | $82.70 | 0.00% | 1 qtr | First report 0 |
DISNEY WALT CO | 1.2M | $128.1M | 0.8% | $106.35 | 0.00% | 1 qtr | First report 0 |
UNITEDHEALTH GROUP INC | 517,018 | $127.8M | 0.8% | $217.04 | 0.00% | 1 qtr | First report 0 |
PFIZER INC | 2.9M | $122.5M | 0.8% | $28.06 | 0.00% | 1 qtr | First report 0 |
WALMART INC | 1.2M | $119.9M | 0.7% | $29.25 | 0.00% | 1 qtr | First report 0 |
| 83.9M | $118.6M | 0.7% | — | — | — | First report 0 | |
| 1.9M | $117.7M | 0.7% | $40.08 | 0.00% | 1 qtr | First report 0 | |
| 104.6M | $115.4M | 0.7% | — | — | 1 qtr | First report 0 | |
MCDONALDS CORP | 602,566 | $114.4M | 0.7% | $159.30 | 0.00% | 1 qtr | First report 0 |
CHEVRON CORPORATION | 912,640 | $112.4M | 0.7% | $89.78 | 0.00% | 1 qtr | First report 0 |
Calamos Advisors LLC manages $16B across 652 positions as of Q1 2019. Top holdings: MSFT (2.6%), AMZN (2.1%), GOOGL (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
First quarter we have for this fund: 652 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $16.0B across 652 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR