Calamos Antetokounmpo Sustainable Equities Trust
About this Fund
Calamos Antetokounmpo Sustainable Equities Trust is a pioneering mutual fund company that has been at the forefront of asset management, providing investors with a wide range of investment options to suit their diverse needs and goals. With a strong focus on wealth management, the company offers a broad spectrum of mutual funds, including equity, debt, and hybrid funds, each carefully crafted to cater to the unique requirements of its investors. By leveraging its expertise in investment management, Calamos Antetokounmpo Sustainable Equities Trust enables its clients to create a well-diversified portfolio that aligns with their risk tolerance and investment objectives. The company's commitment to sustainable investing is reflected in its name, as it prioritizes environmental, social, and governance (ESG) factors in its investment decisions, thereby appealing to the growing number of investors who seek to make a positive impact on the environment and society while generating returns on their investments. Through its comprehensive suite of mutual funds, Calamos Antetokounmpo Sustainable Equities Trust provides investors with the flexibility to choose from a variety of investment strategies, including systematic investment plans (SIPs), which allow them to invest a fixed amount of money at regular intervals, thereby reducing the impact of market volatility. The company's investor-centric approach is built on a foundation of transparency, accountability, and trust, as it strives to deliver consistent long-term performance and exceptional customer service to its clients. By combining its investment expertise with a deep understanding of the markets and the economy, Calamos Antetokounmpo Sustainable Equities Trust has established itself as a trusted partner for investors seeking to achieve their financial goals, whether they are individual investors, institutional investors, or financial advisors. The company's dedication to sustainable investing and its commitment to creating long-term value for its investors have earned it a reputation as a responsible and reliable asset manager, and its mutual funds have become a popular choice among investors who prioritize both financial returns and social responsibility. Calamos Antetokounmpo Sustainable Equities Trust's investment philosophy is centered on a rigorous research process, which involves a thorough analysis of market trends, economic indicators, and company-specific factors to identify investment opportunities that have the potential to deliver strong returns over the long term. The company's experienced team of investment professionals, backed by a robust infrastructure and state-of-the-art technology, works tirelessly to ensure that its mutual funds are managed effectively and efficiently, with a focus on minimizing risk and maximizing returns. As a result, investors can trust Calamos Antetokounmpo Sustainable Equities Trust to manage their investments with care and professionalism, knowing that their assets are in the hands of a reputable and skilled asset manager. With its strong track record, commitment to sustainability, and dedication to investor satisfaction, Calamos Antetokounmpo Sustainable Equities Trust has become a leading player in the mutual fund industry, and its funds continue to attract investors who seek to create a better financial future for themselves and their loved ones.
Holdings
From latest SEC N-PORT filing · US-listed stocks only
| # | Security Name | CUSIP | Asset Type | Weight % | Value ($M) | Quantity |
|---|---|---|---|---|---|---|
| 1 | GOOG Alphabet Inc Since 2026-05-10 | 02079K305 | Equity (Common) |
8.32%
|
$0.43 | 1,361 |
| 2 | AMZN Amazon.com Inc Since 2026-05-10 | 023135106 | Equity (Common) |
3.43%
|
$0.18 | 762 |
| 3 | AAPL Apple Inc Since 2026-05-10 | 037833100 | Equity (Common) |
5.90%
|
$0.30 | 1,112 |
| 4 | AMAT Applied Materials Inc Since 2026-05-10 | 038222105 | Equity (Common) |
1.51%
|
$0.08 | 301 |
| 5 | ANET Arista Networks Inc Since 2026-05-10 | 040413205 | Equity (Common) |
1.24%
|
$0.06 | 485 |
| 6 | BKNG Booking Holdings Inc Since 2026-05-10 | 09857L108 | Equity (Common) |
0.94%
|
$0.05 | 9 |
| 7 | AVGO Broadcom Inc Since 2026-05-10 | 11135F101 | Equity (Common) |
2.96%
|
$0.15 | 438 |
| 8 | CDNS Cadence Design Systems Inc Since 2026-05-10 | 127387108 | Equity (Common) |
0.67%
|
$0.03 | 110 |
| 9 | CAT Caterpillar Inc Since 2026-05-10 | 149123101 | Equity (Common) |
0.75%
|
$0.04 | 67 |
| 10 | CMG Chipotle Mexican Grill Inc Since 2026-05-10 | 169656105 | Equity (Common) |
0.84%
|
$0.04 | 1,166 |
| 11 | DAR Darling Ingredients Inc Since 2026-05-10 | 237266101 | Equity (Common) |
0.76%
|
$0.04 | 1,082 |
| 12 | ECL Ecolab Inc Since 2026-05-10 | 278865100 | Equity (Common) |
1.34%
|
$0.07 | 262 |
| 13 | GEHC GE HealthCare Technologies Inc Since 2026-05-10 | 36266G107 | Equity (Common) |
1.72%
|
$0.09 | 1,077 |
| 14 | GILD Gilead Sciences Inc Since 2026-05-10 | 375558103 | Equity (Common) |
1.74%
|
$0.09 | 726 |
| 15 | JKHY Jack Henry & Associates Inc Since 2026-05-10 | 426281101 | Equity (Common) |
1.23%
|
$0.06 | 346 |
| 16 | ICE Intercontinental Exchange Inc Since 2026-05-10 | 45866F104 | Equity (Common) |
1.68%
|
$0.09 | 532 |
| 17 | MRK Merck & Co Inc Since 2026-05-10 | 58933Y105 | Equity (Common) |
1.33%
|
$0.07 | 649 |
| 18 | MSI Motorola Solutions Inc Since 2026-05-10 | 620076307 | Equity (Common) |
0.76%
|
$0.04 | 102 |
| 19 | NFLX Netflix Inc Since 2026-05-10 | 64110L106 | Equity (Common) |
0.95%
|
$0.05 | 520 |
| 20 | NVO Novo Nordisk A/S Since 2026-05-10 | 670100205 | Equity (Common) |
0.75%
|
$0.04 | 753 |
| 21 | ODFL Old Dominion Freight Line Inc Since 2026-05-10 | 679580100 | Equity (Common) |
0.76%
|
$0.04 | 247 |
| 22 | PANW Palo Alto Networks Inc Since 2026-05-10 | 697435105 | Equity (Common) |
0.77%
|
$0.04 | 214 |
| 23 | PWR Quanta Services Inc Since 2026-05-10 | 74762E102 | Equity (Common) |
0.99%
|
$0.05 | 120 |
| 24 | ROK Rockwell Automation Inc Since 2026-05-10 | 773903109 | Equity (Common) |
1.00%
|
$0.05 | 131 |
| 25 | SPGI S&P Global Inc Since 2026-05-10 | 78409V104 | Equity (Common) |
1.50%
|
$0.08 | 147 |
| 26 | SRE Sempra Since 2026-05-10 | 816851109 | Equity (Common) |
1.09%
|
$0.06 | 631 |
| 27 | TMO Thermo Fisher Scientific Inc Since 2026-05-10 | 883556102 | Equity (Common) |
1.71%
|
$0.09 | 151 |
| 28 | VRSK Verisk Analytics Inc Since 2026-05-10 | 92345Y106 | Equity (Common) |
0.81%
|
$0.04 | 186 |
| 29 | V Visa Inc Since 2026-05-10 | 92826C839 | Equity (Common) |
2.02%
|
$0.10 | 295 |
| 30 | WMT Walmart Inc Since 2026-05-10 | 931142103 | Equity (Common) |
1.02%
|
$0.05 | 470 |
| 31 | ZTS Zoetis Inc Since 2026-05-10 | 98978V103 | Equity (Common) |
0.76%
|
$0.04 | 309 |
| 32 | LIN Linde PLC Since 2026-05-10 | — | Equity (Common) |
1.27%
|
$0.07 | 152 |
| 33 | NVT nVent Electric PLC Since 2026-05-10 | — | Equity (Common) |
1.00%
|
$0.05 | 500 |
| 34 | TEL TE Connectivity PLC Since 2026-05-10 | — | Equity (Common) |
2.01%
|
$0.10 | 453 |
| 35 | TT Trane Technologies PLC Since 2026-05-10 | — | Equity (Common) |
0.93%
|
$0.05 | 122 |