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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.64 | 3.64 | 0.00 |
Shares | 76.85 | 76.85 | 0.00 |
Bonds | 2.93 | 2.93 | 0.00 |
Convertible | 15.63 | 15.63 | 0.00 |
Preferred | 0.95 | 0.95 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.48 | 17.59 |
Price to Book | 4.63 | 2.67 |
Price to Sales | 2.95 | 1.83 |
Price to Cash Flow | 15.34 | 10.96 |
Dividend Yield | 1.29 | 2.12 |
5 Years Earnings Growth | 12.21 | 11.35 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.22 | 20.86 |
Financial Services | 13.63 | 15.32 |
Healthcare | 13.03 | 12.52 |
Communication Services | 10.92 | 7.10 |
Consumer Cyclical | 10.38 | 9.85 |
Industrials | 6.35 | 11.67 |
Consumer Defensive | 6.01 | 6.72 |
Energy | 4.29 | 5.74 |
Basic Materials | 3.20 | 3.96 |
Utilities | 1.18 | 3.01 |
Real Estate | 0.81 | 4.33 |
Number of long holdings: 165
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.28 | 428.02 | -0.76% | |
Apple | US0378331005 | 6.71 | 227.79 | +0.12% | |
Alphabet A | US02079K3059 | 4.20 | 163.95 | +0.75% | |
Amazon.com | US0231351067 | 3.62 | 187.97 | -1.67% | |
NVIDIA | US67066G1040 | 3.14 | 121.40 | -2.13% | |
Meta Platforms | US30303M1027 | 1.85 | 567.36 | -0.08% | |
Visa A | US92826C8394 | 1.83 | 275.17 | +1.28% | |
Broadcom | US11135F1012 | 1.36 | 172.69 | -3.03% | |
UnitedHealth | US91324P1021 | 1.27 | 581.85 | +1.22% | |
Mastercard | US57636Q1040 | 1.22 | 493.64 | +0.48% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calamos Growth & Income A | 1.4B | 14.41 | 5.42 | 9.91 | ||
Calamos Growth & Income I | 1.31B | 14.62 | 5.69 | 10.18 | ||
Calamos Growth A | 1.18B | 21.06 | 4.65 | 11.37 | ||
Calamos Phineus Long/Short I | 936.41M | 7.79 | 3.97 | - | ||
Calamos Growth I | 356.05M | 21.28 | 4.92 | 11.65 |
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