Calamos Wealth Management as of Dec. 31, 2013
Portfolio Holdings for Calamos Wealth Management
Calamos Wealth Management holds 208 positions in its portfolio as reported in the December 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 3.8 | $12M | 22k | 561.13 | |
Amazon (AMZN) | 2.2 | $7.2M | 18k | 398.81 | |
Wells Fargo & Company (WFC) | 1.8 | $5.9M | 129k | 45.40 | |
Eaton (ETN) | 1.7 | $5.5M | 73k | 76.12 | |
MasterCard Incorporated (MA) | 1.7 | $5.4M | 6.5k | 835.53 | |
JPMorgan Chase & Co. (JPM) | 1.6 | $5.4M | 92k | 58.48 | |
eBay (EBAY) | 1.5 | $5.0M | 90k | 54.89 | |
Citigroup (C) | 1.4 | $4.6M | 89k | 52.11 | |
Home Depot (HD) | 1.4 | $4.5M | 54k | 82.33 | |
Priceline.com debt 1.000% 3/1 | 1.4 | $4.4M | 3.2M | 1.39 | |
Schlumberger (SLB) | 1.3 | $4.3M | 48k | 90.12 | |
Coca-Cola Company (KO) | 1.3 | $4.3M | 104k | 41.31 | |
Mgm Mirage conv | 1.3 | $4.2M | 3.1M | 1.37 | |
Dover Corporation (DOV) | 1.3 | $4.1M | 43k | 96.55 | |
United Technol conv prf | 1.2 | $4.1M | 62k | 65.47 | |
Sandisk Corp note 1.500% 8/1 | 1.2 | $3.9M | 2.6M | 1.48 | |
Slxp 1 1/2 03/15/19 | 1.1 | $3.5M | 2.4M | 1.50 | |
Continental Resources | 1.1 | $3.5M | 31k | 112.53 | |
Lorillard | 1.1 | $3.5M | 69k | 50.68 | |
Micron Technology Inc note 1.875% 6/0 | 1.1 | $3.4M | 2.2M | 1.53 | |
1.0 | $3.3M | 3.0k | 1120.83 | ||
Metlife Inc 5% 10/0/14 Conv Pr cv prf | 1.0 | $3.2M | 102k | 31.54 | |
Electronic Arts Inc conv | 1.0 | $3.2M | 3.0M | 1.07 | |
Accenture (ACN) | 0.9 | $3.1M | 37k | 82.22 | |
Celgene Corporation | 0.9 | $3.1M | 18k | 168.97 | |
GAME Technolog debt | 0.9 | $3.0M | 2.8M | 1.06 | |
Linear Technology Corp note 3.000% 5/0 | 0.9 | $2.9M | 2.6M | 1.14 | |
Illumina (ILMN) | 0.9 | $2.9M | 26k | 110.61 | |
Johnson & Johnson (JNJ) | 0.9 | $2.9M | 31k | 91.59 | |
Franklin Resources (BEN) | 0.9 | $2.9M | 50k | 57.73 | |
Merck & Co (MRK) | 0.9 | $2.8M | 57k | 50.05 | |
Hologic Inc frnt 2.000%12/1 | 0.9 | $2.8M | 2.4M | 1.17 | |
Chicago Bridge & Iron Company | 0.8 | $2.7M | 33k | 83.13 | |
Teva Pharm Finance Llc Cvt cv bnd | 0.8 | $2.6M | 2.4M | 1.07 | |
Ixia note | 0.8 | $2.6M | 2.4M | 1.08 | |
Qualcomm (QCOM) | 0.8 | $2.5M | 34k | 74.25 | |
Cerner Corporation | 0.8 | $2.5M | 45k | 55.74 | |
iShares Lehman Aggregate Bond (AGG) | 0.8 | $2.5M | 23k | 106.44 | |
Michael Kors Holdings | 0.7 | $2.4M | 30k | 81.20 | |
Union Pacific Corporation (UNP) | 0.7 | $2.4M | 14k | 168.02 | |
Time Warner | 0.7 | $2.3M | 33k | 69.71 | |
American International (AIG) | 0.7 | $2.3M | 45k | 51.04 | |
Icon 2 1/2 06/01/16 | 0.7 | $2.2M | 1.6M | 1.38 | |
Goldman Sachs (GS) | 0.7 | $2.2M | 12k | 177.30 | |
Exxon Mobil Corporation (XOM) | 0.7 | $2.2M | 22k | 101.21 | |
T. Rowe Price (TROW) | 0.7 | $2.2M | 26k | 83.76 | |
National-Oilwell Var | 0.7 | $2.2M | 28k | 79.54 | |
Tupperware Brands Corporation | 0.7 | $2.2M | 23k | 94.52 | |
Trinity Inds Inc note 3.875% 6/0 | 0.7 | $2.1M | 1.6M | 1.33 | |
General Electric Company | 0.7 | $2.1M | 76k | 28.03 | |
Trak 1 1/2 03/15/17 | 0.7 | $2.1M | 1.5M | 1.39 | |
Mentor Graphics 4% 2031 conv | 0.6 | $2.1M | 1.6M | 1.33 | |
Facebook Inc cl a (META) | 0.6 | $2.1M | 38k | 54.65 | |
Helix Energy Solutions note | 0.6 | $2.0M | 1.7M | 1.21 | |
Wellpoint Inc Note cb | 0.6 | $2.0M | 1.5M | 1.36 | |
EOG Resources (EOG) | 0.6 | $2.0M | 12k | 167.85 | |
Enersys note 3.375% 6/0 | 0.6 | $1.9M | 1.1M | 1.77 | |
Chevron Corporation (CVX) | 0.6 | $1.9M | 15k | 124.93 | |
Chesapeake Energy Corporation | 0.6 | $1.9M | 71k | 27.15 | |
Oracle Corporation (ORCL) | 0.6 | $1.9M | 51k | 38.26 | |
Linkedin Corp | 0.6 | $1.9M | 8.9k | 216.84 | |
Wynn Resorts (WYNN) | 0.6 | $1.9M | 9.8k | 194.20 | |
Lam Research Corp conv | 0.6 | $1.9M | 1.6M | 1.22 | |
Genesee & Wyoming | 0.6 | $1.9M | 15k | 128.55 | |
Take-two Interactive Sof note | 0.6 | $1.9M | 1.6M | 1.16 | |
Costco Wholesale Corporation (COST) | 0.6 | $1.8M | 16k | 119.02 | |
Diageo (DEO) | 0.6 | $1.9M | 14k | 132.44 | |
priceline.com Incorporated | 0.6 | $1.9M | 1.6k | 1162.69 | |
Insulet Corporation Cvt 3.75 0 convert | 0.6 | $1.9M | 1.3M | 1.47 | |
Al Us conv | 0.6 | $1.9M | 1.4M | 1.34 | |
Pfizer (PFE) | 0.6 | $1.8M | 60k | 30.63 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.6 | $1.8M | 48k | 37.74 | |
Jarden Corp note 1.875% 9/1 | 0.6 | $1.8M | 1.3M | 1.42 | |
Pvh Corporation (PVH) | 0.6 | $1.8M | 13k | 136.04 | |
Ares Capital Corp 5.75 16 convert | 0.6 | $1.8M | 1.7M | 1.08 | |
Whitewave Foods | 0.6 | $1.8M | 78k | 22.94 | |
Gilead Sciences conv | 0.5 | $1.8M | 537k | 3.30 | |
Gilead Sciences (GILD) | 0.5 | $1.7M | 23k | 75.15 | |
First Republic Bank/san F (FRCB) | 0.5 | $1.7M | 33k | 52.36 | |
Rti Intl Metals Inc note 1.625%10/1 | 0.5 | $1.7M | 1.6M | 1.06 | |
At&t (T) | 0.5 | $1.6M | 46k | 35.15 | |
Carter's (CRI) | 0.5 | $1.6M | 23k | 71.80 | |
Nextera Energy Inc unit | 0.5 | $1.6M | 29k | 56.63 | |
Steel Dynamics Inc note 5.125% 6/1 | 0.5 | $1.5M | 1.3M | 1.18 | |
Occidental Petroleum Corporation (OXY) | 0.5 | $1.5M | 16k | 95.11 | |
Walgreen Company | 0.5 | $1.5M | 26k | 57.44 | |
Mondelez Int (MDLZ) | 0.5 | $1.5M | 42k | 35.31 | |
Anadarko Petroleum Corporation | 0.5 | $1.5M | 19k | 79.31 | |
Molina Healthcare Inc note 3.750%10/0 | 0.4 | $1.4M | 1.2M | 1.19 | |
Agco Corp note 1.250%12/1 | 0.4 | $1.4M | 993k | 1.46 | |
Walter Invt Mgmt Corp note | 0.4 | $1.4M | 1.4M | 1.00 | |
D.R. Horton (DHI) | 0.4 | $1.3M | 60k | 22.33 | |
Las Vegas Sands (LVS) | 0.4 | $1.3M | 17k | 78.85 | |
Whole Foods Market | 0.4 | $1.3M | 23k | 57.85 | |
Weyerhaeuser Company (WY) | 0.4 | $1.3M | 40k | 31.57 | |
Raytheon Company | 0.4 | $1.2M | 14k | 90.70 | |
Philip Morris International (PM) | 0.4 | $1.2M | 14k | 87.16 | |
Regeneron Pharmaceuticals (REGN) | 0.4 | $1.2M | 4.4k | 275.15 | |
Albemarle Corporation (ALB) | 0.4 | $1.2M | 19k | 63.38 | |
Seadrill | 0.4 | $1.2M | 29k | 41.09 | |
Medidata Solutions | 0.4 | $1.2M | 20k | 60.56 | |
Jazz Pharmaceuticals (JAZZ) | 0.3 | $1.1M | 8.9k | 126.60 | |
Cameron International Corporation | 0.3 | $1.1M | 19k | 59.55 | |
Insulet Corporation (PODD) | 0.3 | $1.1M | 30k | 37.08 | |
Sirius Xm Holdings (SIRI) | 0.3 | $1.1M | 306k | 3.49 | |
Intel Corporation (INTC) | 0.3 | $1.0M | 39k | 25.96 | |
Williams-Sonoma (WSM) | 0.3 | $996k | 17k | 58.28 | |
Starbucks Corporation (SBUX) | 0.3 | $1.0M | 13k | 78.38 | |
U.S. Bancorp (USB) | 0.3 | $970k | 24k | 40.39 | |
Caterpillar (CAT) | 0.3 | $993k | 11k | 90.78 | |
Hersha Hospitality Trust | 0.3 | $966k | 173k | 5.57 | |
Macerich Company (MAC) | 0.3 | $974k | 17k | 58.91 | |
Mylan | 0.3 | $950k | 22k | 43.41 | |
Colony Financial | 0.3 | $948k | 47k | 20.28 | |
Adt | 0.3 | $944k | 23k | 40.48 | |
Crown Castle International Corp. pfd stk | 0.3 | $945k | 9.4k | 100.06 | |
McDonald's Corporation (MCD) | 0.3 | $912k | 9.4k | 97.07 | |
Bed Bath & Beyond | 0.3 | $922k | 12k | 80.26 | |
Dr Pepper Snapple | 0.3 | $922k | 19k | 48.71 | |
SanDisk Corporation | 0.3 | $911k | 13k | 70.54 | |
Delphi Automotive | 0.3 | $898k | 15k | 60.16 | |
Servicenow (NOW) | 0.3 | $918k | 16k | 55.99 | |
Lear Corporation (LEA) | 0.3 | $875k | 11k | 80.94 | |
Panera Bread Company | 0.3 | $874k | 4.9k | 176.78 | |
Fortune Brands (FBIN) | 0.3 | $866k | 19k | 45.71 | |
Rockwell Automation (ROK) | 0.3 | $864k | 7.3k | 118.11 | |
Ryland Group note | 0.3 | $850k | 552k | 1.54 | |
SLM Corporation (SLM) | 0.2 | $816k | 31k | 26.27 | |
BB&T Corporation | 0.2 | $799k | 21k | 37.33 | |
Nike (NKE) | 0.2 | $818k | 10k | 78.62 | |
Jacobs Engineering | 0.2 | $829k | 13k | 62.98 | |
CommVault Systems (CVLT) | 0.2 | $829k | 11k | 74.91 | |
Senior Housing Properties Trust | 0.2 | $828k | 37k | 22.22 | |
Xylem (XYL) | 0.2 | $811k | 23k | 34.59 | |
Ubiquiti Networks | 0.2 | $831k | 18k | 45.95 | |
BE Aerospace | 0.2 | $771k | 8.9k | 87.00 | |
iShares S&P 500 Index (IVV) | 0.2 | $776k | 4.2k | 185.60 | |
salesforce (CRM) | 0.2 | $767k | 14k | 55.22 | |
BorgWarner (BWA) | 0.2 | $778k | 14k | 55.90 | |
stock | 0.2 | $786k | 11k | 68.68 | |
Fleetmatics | 0.2 | $794k | 18k | 43.27 | |
SVB Financial (SIVBQ) | 0.2 | $763k | 7.3k | 104.87 | |
Palo Alto Networks (PANW) | 0.2 | $739k | 13k | 57.46 | |
Chesapeake Energy Corp note 2.750%11/1 | 0.2 | $726k | 685k | 1.06 | |
Berkshire Hathaway (BRK.B) | 0.2 | $708k | 6.0k | 118.51 | |
Electronic Arts (EA) | 0.2 | $711k | 31k | 22.95 | |
Mohawk Industries (MHK) | 0.2 | $722k | 4.9k | 148.84 | |
United Technologies Corporation | 0.2 | $722k | 6.3k | 113.79 | |
Cree | 0.2 | $708k | 11k | 62.57 | |
American Express Company (AXP) | 0.2 | $689k | 7.6k | 90.68 | |
CarMax (KMX) | 0.2 | $681k | 15k | 47.03 | |
Polaris Industries (PII) | 0.2 | $670k | 4.6k | 145.59 | |
Eastman Chemical Company (EMN) | 0.2 | $692k | 8.6k | 80.69 | |
Domino's Pizza (DPZ) | 0.2 | $682k | 9.8k | 69.67 | |
Allegiant Travel Company (ALGT) | 0.2 | $683k | 6.5k | 105.42 | |
FleetCor Technologies | 0.2 | $697k | 5.9k | 117.16 | |
Proto Labs (PRLB) | 0.2 | $685k | 9.6k | 71.17 | |
Hospitality Properties Trust | 0.2 | $636k | 24k | 27.05 | |
Kansas City Southern | 0.2 | $649k | 5.2k | 123.78 | |
Covidien | 0.2 | $644k | 9.5k | 68.08 | |
Biomarin Pharmaceutical Inc note 1.500%10/1 | 0.2 | $638k | 591k | 1.08 | |
Yahoo! | 0.2 | $609k | 15k | 40.41 | |
Biomarin Pharmaceutical Inc note 0.750%10/1 | 0.2 | $604k | 564k | 1.07 | |
Biogen Idec (BIIB) | 0.2 | $577k | 2.1k | 279.83 | |
Medical Properties Trust (MPW) | 0.2 | $591k | 48k | 12.23 | |
Urban Outfitters (URBN) | 0.2 | $587k | 16k | 37.07 | |
Fossil (FOSL) | 0.2 | $588k | 4.9k | 119.93 | |
Antero Res (AR) | 0.2 | $601k | 9.5k | 63.48 | |
Directv | 0.2 | $551k | 8.0k | 69.10 | |
URS Corporation | 0.2 | $528k | 10k | 52.99 | |
Covance | 0.2 | $522k | 5.9k | 88.13 | |
Pimco Total Return Etf totl (BOND) | 0.2 | $524k | 5.0k | 104.76 | |
Taiwan Semiconductor Mfg (TSM) | 0.1 | $477k | 27k | 17.44 | |
VMware | 0.1 | $489k | 5.4k | 89.74 | |
CBS Corporation | 0.1 | $461k | 7.2k | 63.76 | |
Epl Oil & Gas | 0.1 | $470k | 17k | 28.47 | |
Royal Bank of Scotland | 0.1 | $385k | 34k | 11.34 | |
Invensense | 0.1 | $378k | 18k | 20.76 | |
Infoblox | 0.1 | $354k | 11k | 33.05 | |
Microsoft Corporation (MSFT) | 0.1 | $287k | 7.7k | 37.49 | |
Affiliated Managers (AMG) | 0.1 | $280k | 1.3k | 216.89 | |
Lifepoint Hospitals Inc note 3.500% 5/1 | 0.1 | $242k | 222k | 1.09 | |
Oasis Petroleum | 0.1 | $226k | 4.8k | 46.94 | |
Gilead Sciences conv | 0.1 | $226k | 68k | 3.32 | |
Atwood Oceanics | 0.1 | $210k | 3.9k | 53.50 | |
Nxp Semiconductors N V (NXPI) | 0.1 | $211k | 4.6k | 45.87 | |
WisdomTree Investments (WT) | 0.1 | $207k | 12k | 17.73 | |
Lam Research Corp note 0.500% 5/1 | 0.1 | $195k | 171k | 1.14 | |
Integra Lifesciences Holdings conv bnd | 0.1 | $197k | 182k | 1.08 | |
Omnicom Group Inc debt | 0.1 | $175k | 129k | 1.36 | |
Standard Pacific Corp cnv | 0.1 | $172k | 129k | 1.33 | |
Chemed Corp New note 1.875% 5/1 | 0.0 | $92k | 88k | 1.05 | |
E M C Corp Mass note 1.750%12/0 | 0.0 | $93k | 63k | 1.48 | |
Chesapeake Energy Corp note 2.500% 5/1 | 0.0 | $85k | 83k | 1.02 | |
Rti Intl Metals Inc note 3.000%12/0 | 0.0 | $100k | 88k | 1.14 | |
Old Republic Intl Corp note | 0.0 | $86k | 69k | 1.25 | |
Take-two Interactive Softwar note 1.000% 7/0 | 0.0 | $107k | 100k | 1.07 | |
Stone Energy Corp Sr Nt Conv 1.750% 03/01/17 B/e Dtd 03/06/12 | 0.0 | $85k | 77k | 1.10 | |
Danaher Corp Del debt | 0.0 | $67k | 30k | 2.23 | |
Alliant Techsystems Inc note 3.000% 8/1 | 0.0 | $74k | 46k | 1.61 | |
Xilinx Inc sdcv 3.125% 3/1 | 0.0 | $60k | 38k | 1.58 | |
Newpark Res Inc note 4.000%10/0 | 0.0 | $76k | 56k | 1.36 | |
Starwood Property Trust note | 0.0 | $81k | 73k | 1.11 | |
Tibco Software Inc. 2.25 05-01 conv | 0.0 | $56k | 56k | 1.00 | |
Seacor Holdings Inc note 2.500%12/1 | 0.0 | $79k | 64k | 1.23 | |
Ares Capital Corporation convertible cor | 0.0 | $80k | 75k | 1.07 | |
Kb Home note | 0.0 | $44k | 44k | 1.00 | |
Ryland Group Inc Gtd Convertible Fxd Rt 0.250% 06/01/19 B/e Dtd 05/20/13 | 0.0 | $10k | 11k | 0.91 |