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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.87 | 6.87 | 0.00 |
Stocks | 74.80 | 74.82 | 0.02 |
Bonds | 1.36 | 1.36 | 0.00 |
Convertible | 15.97 | 15.97 | 0.00 |
Preferred | 0.99 | 0.99 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.32 | 17.59 |
Price to Book | 4.91 | 2.67 |
Price to Sales | 3.22 | 1.83 |
Price to Cash Flow | 16.00 | 10.96 |
Dividend Yield | 1.27 | 2.12 |
5 Years Earnings Growth | 13.19 | 11.35 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.08 | 20.86 |
Financial Services | 13.97 | 15.32 |
Healthcare | 11.51 | 12.52 |
Communication Services | 11.32 | 7.10 |
Consumer Cyclical | 9.68 | 9.85 |
Industrials | 6.97 | 11.67 |
Consumer Defensive | 6.68 | 6.72 |
Energy | 4.56 | 5.74 |
Basic Materials | 3.12 | 3.96 |
Utilities | 1.28 | 3.01 |
Real Estate | 0.84 | 4.33 |
Number of long holdings: 150
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.07 | 428.02 | -0.76% | |
Apple | US0378331005 | 5.81 | 227.79 | +0.12% | |
NVIDIA | US67066G1040 | 5.44 | 121.40 | -2.13% | |
Alphabet A | US02079K3059 | 4.68 | 163.95 | +0.75% | |
Amazon.com | US0231351067 | 3.97 | 187.97 | -1.67% | |
Meta Platforms | US30303M1027 | 1.84 | 567.36 | -0.08% | |
Broadcom | US11135F1012 | 1.69 | 172.69 | -3.03% | |
Visa A | US92826C8394 | 1.62 | 275.17 | +1.28% | |
Exxon Mobil | US30231G1022 | 1.49 | 115.82 | +2.68% | |
JPMorgan | US46625H1005 | 1.33 | 210.50 | +0.34% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calamos Growth & Income I | 1.3B | 14.62 | 5.69 | 10.18 | ||
Calamos Growth A | 1.19B | 21.06 | 4.65 | 11.37 | ||
Calamos Phineus Long/Short I | 929.14M | 7.79 | 3.97 | - | ||
Calamos Growth I | 357.55M | 21.28 | 4.92 | 11.65 | ||
Calamos Evolving World Growth I | 351.61M | 14.15 | -5.52 | 3.62 |
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