CALAMOS WEALTH Overview

Calamos Wealth Management Llc is an investment advisor that manages 917.4 MM dollars in regulatory AUM and has 21 employees, of which 19 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/08 to 09/30/16. The fund's latest filing disclosed 522MM in positions, representing 57% of the manager's regulatory AUM.

CALAMOS WEALTH StockAlpha

-2.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

CALAMOS WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CCD 3.94% ETF -2.64% -0.24% 10 1%
IVV 3.63% ETF 4.73% 0% 0 9%
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FEATURED IN
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CALAMOS WEALTH Founders and Key Employees

Name Title In Position Since
John P. Calamos Sr. Ceo/Global Co-Cio October-2004
James F. Baka Evp, President Of Wealth Managment February-2007
Jerald C. Jackson Svp, General Counsel And Secretary April-2010
Nimish S. Bhatt Svp, Chief Financial Officer May-2011
Gary D. Black Evp, Global Co-Cio September-2012
Jessica M. Mazza Vp, Chief Compliance Officer April-2014

CALAMOS WEALTH Brokers, Custodians, Auditors and Administrators

Type Company

CALAMOS WEALTH Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss 10

Item 9 ...
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CALAMOS WEALTH Portfolio Concentration

CALAMOS WEALTH Location

2020 CALAMOS COURT
NAPERVILLE, Illinois
UNITED STATES, 60563-2787

CALAMOS WEALTH Contact Information

Phone Number: 630.245.7200
Fax Number: 630.245.7511
Website:

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