Calamos Wealth Management as of March 31, 2014
Portfolio Holdings for Calamos Wealth Management
Calamos Wealth Management holds 205 positions in its portfolio as reported in the March 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 3.6 | $12M | 23k | 536.74 | |
Amazon (AMZN) | 1.9 | $6.3M | 19k | 336.51 | |
Wells Fargo & Company (WFC) | 1.7 | $5.8M | 117k | 49.74 | |
JPMorgan Chase & Co. (JPM) | 1.7 | $5.7M | 94k | 60.71 | |
Eaton (ETN) | 1.7 | $5.7M | 76k | 75.12 | |
MasterCard Incorporated (MA) | 1.5 | $4.9M | 66k | 74.71 | |
Citigroup (C) | 1.4 | $4.7M | 98k | 47.60 | |
Priceline.com debt 1.000% 3/1 | 1.3 | $4.5M | 3.2M | 1.41 | |
Mgm Mirage conv | 1.3 | $4.3M | 2.9M | 1.46 | |
eBay (EBAY) | 1.2 | $4.2M | 76k | 55.24 | |
Sandisk Corp note 1.500% 8/1 | 1.2 | $4.2M | 2.6M | 1.64 | |
United Technol conv prf | 1.2 | $4.2M | 63k | 66.57 | |
Illumina (ILMN) | 1.2 | $4.1M | 28k | 148.65 | |
Continental Resources | 1.2 | $4.0M | 32k | 124.26 | |
Coca-Cola Company (KO) | 1.2 | $4.0M | 103k | 38.66 | |
Schlumberger (SLB) | 1.2 | $4.0M | 41k | 97.51 | |
Micron Technology Inc note 1.875% 6/0 | 1.1 | $3.7M | 2.2M | 1.70 | |
Electronic Arts Inc conv | 1.1 | $3.7M | 3.2M | 1.16 | |
1.1 | $3.6M | 3.2k | 1114.50 | ||
Facebook Inc cl a (META) | 1.1 | $3.6M | 60k | 60.24 | |
Slxp 1 1/2 03/15/19 | 1.1 | $3.6M | 2.1M | 1.69 | |
Dover Corporation (DOV) | 1.0 | $3.5M | 43k | 81.75 | |
Chicago Bridge & Iron Company | 1.0 | $3.3M | 38k | 87.16 | |
Metlife Inc 5% 10/0/14 Conv Pr cv prf | 1.0 | $3.2M | 105k | 30.80 | |
Merck & Co (MRK) | 0.9 | $3.2M | 57k | 56.77 | |
Johnson & Johnson (JNJ) | 0.9 | $3.1M | 31k | 98.24 | |
Michael Kors Holdings | 0.9 | $3.1M | 33k | 93.26 | |
Teva Pharm Finance Llc Cvt cv bnd | 0.8 | $2.9M | 2.3M | 1.27 | |
Home Depot (HD) | 0.8 | $2.8M | 35k | 79.14 | |
Cerner Corporation | 0.8 | $2.8M | 50k | 56.24 | |
Linkedin Corp | 0.8 | $2.8M | 15k | 184.93 | |
Nike (NKE) | 0.8 | $2.7M | 37k | 73.86 | |
Franklin Resources (BEN) | 0.8 | $2.7M | 50k | 54.18 | |
Qualcomm (QCOM) | 0.8 | $2.7M | 34k | 78.87 | |
Union Pacific Corporation (UNP) | 0.8 | $2.7M | 14k | 187.67 | |
Linear Technology Corp note 3.000% 5/0 | 0.8 | $2.6M | 2.2M | 1.19 | |
VMware | 0.7 | $2.5M | 23k | 108.00 | |
Wellpoint Inc Note cb | 0.7 | $2.5M | 1.7M | 1.46 | |
Trinity Inds Inc note 3.875% 6/0 | 0.7 | $2.5M | 1.5M | 1.59 | |
Celgene Corporation | 0.7 | $2.5M | 18k | 139.58 | |
Accenture (ACN) | 0.7 | $2.4M | 30k | 79.73 | |
Hologic Inc frnt 2.000%12/1 | 0.7 | $2.4M | 2.1M | 1.14 | |
EOG Resources (EOG) | 0.7 | $2.3M | 12k | 196.15 | |
Zions Bancorporation (ZION) | 0.7 | $2.3M | 75k | 30.99 | |
Boeing Company (BA) | 0.7 | $2.3M | 18k | 125.49 | |
Time Warner | 0.7 | $2.3M | 35k | 65.33 | |
Insulet Corporation Cvt 3.75 0 convert | 0.7 | $2.3M | 1.3M | 1.81 | |
American International (AIG) | 0.7 | $2.2M | 44k | 50.01 | |
Exxon Mobil Corporation (XOM) | 0.6 | $2.1M | 22k | 97.70 | |
T. Rowe Price (TROW) | 0.6 | $2.1M | 26k | 82.35 | |
Deckers Outdoor Corporation (DECK) | 0.6 | $2.1M | 27k | 79.71 | |
Icon 2 1/2 06/01/16 | 0.6 | $2.1M | 1.6M | 1.36 | |
Trak 1 1/2 03/15/17 | 0.6 | $2.1M | 1.5M | 1.43 | |
National-Oilwell Var | 0.6 | $2.1M | 27k | 77.88 | |
Gilead Sciences (GILD) | 0.6 | $2.1M | 30k | 70.87 | |
Helix Energy Solutions note | 0.6 | $2.1M | 1.7M | 1.24 | |
Take-two Interactive Sof note | 0.6 | $2.1M | 1.6M | 1.32 | |
Affiliated Managers (AMG) | 0.6 | $2.0M | 10k | 200.08 | |
priceline.com Incorporated | 0.6 | $2.1M | 1.7k | 1192.17 | |
Pvh Corporation (PVH) | 0.6 | $2.1M | 17k | 124.77 | |
General Electric Company | 0.6 | $2.0M | 78k | 25.89 | |
First Republic Bank/san F (FRCB) | 0.6 | $2.0M | 38k | 53.98 | |
Al Us conv | 0.6 | $2.0M | 1.3M | 1.52 | |
Pfizer (PFE) | 0.6 | $2.0M | 62k | 32.13 | |
Mentor Graphics 4% 2031 conv | 0.6 | $2.0M | 1.6M | 1.27 | |
Goldman Sachs (GS) | 0.6 | $2.0M | 12k | 163.84 | |
Oracle Corporation (ORCL) | 0.6 | $2.0M | 48k | 40.91 | |
Genesee & Wyoming | 0.6 | $2.0M | 15k | 129.40 | |
Intel Corporation (INTC) | 0.6 | $1.9M | 74k | 25.81 | |
Whole Foods Market | 0.6 | $1.9M | 38k | 50.71 | |
Integra Lifesciences Holdings conv bnd | 0.6 | $1.9M | 1.8M | 1.06 | |
Chevron Corporation (CVX) | 0.6 | $1.9M | 16k | 118.90 | |
Anadarko Petroleum Corporation | 0.6 | $1.8M | 22k | 84.77 | |
Lam Research Corp conv | 0.6 | $1.9M | 1.5M | 1.25 | |
Carter's (CRI) | 0.5 | $1.8M | 23k | 77.66 | |
Enersys note 3.375% 6/0 | 0.5 | $1.8M | 1.0M | 1.74 | |
Diageo (DEO) | 0.5 | $1.8M | 15k | 124.59 | |
Ares Capital Corp 5.75 16 convert | 0.5 | $1.8M | 1.6M | 1.09 | |
Jarden Corp note 1.875% 9/1 | 0.5 | $1.8M | 1.3M | 1.39 | |
Tesla Motors Inc bond | 0.5 | $1.8M | 2.0M | 0.91 | |
Regeneron Pharmaceuticals (REGN) | 0.5 | $1.7M | 5.8k | 300.29 | |
Mattel (MAT) | 0.5 | $1.8M | 44k | 40.11 | |
Whitewave Foods | 0.5 | $1.7M | 61k | 28.54 | |
Costco Wholesale Corporation (COST) | 0.5 | $1.7M | 15k | 111.71 | |
Zimmer Holdings (ZBH) | 0.5 | $1.7M | 18k | 94.57 | |
Nextera Energy Inc unit | 0.5 | $1.7M | 28k | 61.32 | |
Walgreen Company | 0.5 | $1.7M | 25k | 66.05 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.5 | $1.7M | 50k | 33.06 | |
Seadrill | 0.5 | $1.7M | 47k | 35.17 | |
Rti Intl Metals Inc note 1.625%10/1 | 0.5 | $1.7M | 1.7M | 0.99 | |
Gilead Sciences conv | 0.5 | $1.6M | 527k | 3.10 | |
Steel Dynamics Inc note 5.125% 6/1 | 0.5 | $1.6M | 1.5M | 1.08 | |
Procter & Gamble Company (PG) | 0.5 | $1.6M | 20k | 80.59 | |
Arthur J. Gallagher & Co. (AJG) | 0.5 | $1.6M | 33k | 47.57 | |
Prudential Financial (PRU) | 0.5 | $1.5M | 18k | 84.66 | |
Occidental Petroleum Corporation (OXY) | 0.4 | $1.5M | 16k | 95.27 | |
Mondelez Int (MDLZ) | 0.4 | $1.5M | 43k | 34.56 | |
Microsoft Corporation (MSFT) | 0.4 | $1.4M | 35k | 41.00 | |
Walter Invt Mgmt Corp note | 0.4 | $1.4M | 1.5M | 0.94 | |
Raytheon Company | 0.4 | $1.4M | 14k | 98.80 | |
Cameron International Corporation | 0.4 | $1.4M | 22k | 61.78 | |
Jazz Pharmaceuticals (JAZZ) | 0.4 | $1.4M | 9.8k | 138.65 | |
Stanley Black & Decker (SWK) | 0.4 | $1.3M | 16k | 81.23 | |
Philip Morris International (PM) | 0.4 | $1.3M | 16k | 81.84 | |
Whirlpool Corporation (WHR) | 0.4 | $1.3M | 8.4k | 149.40 | |
Rockwell Automation (ROK) | 0.4 | $1.2M | 9.6k | 124.56 | |
Insulet Corporation (PODD) | 0.4 | $1.2M | 26k | 47.41 | |
Fossil (FOSL) | 0.4 | $1.2M | 10k | 116.62 | |
D.R. Horton (DHI) | 0.3 | $1.2M | 55k | 21.65 | |
Medidata Solutions | 0.3 | $1.2M | 22k | 54.35 | |
stock | 0.3 | $1.2M | 17k | 71.48 | |
Servicenow (NOW) | 0.3 | $1.2M | 20k | 59.92 | |
Mylan | 0.3 | $1.1M | 23k | 48.85 | |
SanDisk Corporation | 0.3 | $1.2M | 14k | 81.19 | |
Sirius Xm Holdings (SIRI) | 0.3 | $1.2M | 360k | 3.20 | |
Williams-Sonoma (WSM) | 0.3 | $1.1M | 17k | 66.63 | |
Hersha Hospitality Trust | 0.3 | $1.1M | 189k | 5.83 | |
Colony Financial | 0.3 | $1.1M | 51k | 21.95 | |
Delphi Automotive | 0.3 | $1.1M | 17k | 67.85 | |
BE Aerospace | 0.3 | $1.0M | 12k | 86.78 | |
U.S. Bancorp (USB) | 0.3 | $1.0M | 24k | 42.88 | |
SVB Financial (SIVBQ) | 0.3 | $1.0M | 8.0k | 128.74 | |
Starbucks Corporation (SBUX) | 0.3 | $1.0M | 14k | 73.40 | |
Panera Bread Company | 0.3 | $968k | 5.5k | 176.51 | |
Crown Castle International Corp. pfd stk | 0.3 | $995k | 9.8k | 101.34 | |
Senior Housing Properties Trust | 0.3 | $932k | 42k | 22.47 | |
Mgic Invt Corp Wis note 5.000% 5/0 | 0.3 | $932k | 810k | 1.15 | |
Antero Res (AR) | 0.3 | $935k | 15k | 62.62 | |
BB&T Corporation | 0.3 | $925k | 23k | 40.17 | |
Jacobs Engineering | 0.3 | $926k | 15k | 63.50 | |
Chesapeake Energy Corporation | 0.3 | $909k | 36k | 25.63 | |
SolarWinds | 0.3 | $928k | 22k | 42.61 | |
Mgic Investment Corp note | 0.3 | $920k | 648k | 1.42 | |
United Parcel Service (UPS) | 0.3 | $887k | 9.1k | 97.37 | |
salesforce (CRM) | 0.3 | $862k | 15k | 57.08 | |
Fortune Brands (FBIN) | 0.3 | $886k | 21k | 42.07 | |
Melco Crown Entertainment (MLCO) | 0.2 | $861k | 22k | 38.67 | |
Lear Corporation (LEA) | 0.2 | $820k | 9.8k | 83.76 | |
Eastman Chemical Company (EMN) | 0.2 | $815k | 9.5k | 86.21 | |
United Technologies Corporation | 0.2 | $808k | 6.9k | 116.88 | |
Palo Alto Networks (PANW) | 0.2 | $800k | 12k | 68.63 | |
American Express Company (AXP) | 0.2 | $743k | 8.3k | 89.98 | |
Mohawk Industries (MHK) | 0.2 | $728k | 5.4k | 135.92 | |
Hospitality Properties Trust | 0.2 | $735k | 26k | 28.73 | |
BorgWarner (BWA) | 0.2 | $734k | 12k | 61.49 | |
Proto Labs (PRLB) | 0.2 | $733k | 11k | 67.65 | |
Ryland Group note | 0.2 | $758k | 530k | 1.43 | |
Biomarin Pharmaceutical Inc note 0.750%10/1 | 0.2 | $729k | 669k | 1.09 | |
Chesapeake Energy Corp note 2.750%11/1 | 0.2 | $699k | 672k | 1.04 | |
Berkshire Hathaway (BRK.B) | 0.2 | $726k | 5.8k | 124.96 | |
Polaris Industries (PII) | 0.2 | $696k | 5.0k | 139.70 | |
Las Vegas Sands (LVS) | 0.2 | $700k | 8.7k | 80.74 | |
Cree | 0.2 | $713k | 13k | 56.56 | |
Fleetmatics | 0.2 | $726k | 22k | 33.44 | |
Biogen Idec (BIIB) | 0.2 | $681k | 2.2k | 306.07 | |
Medical Properties Trust (MPW) | 0.2 | $689k | 54k | 12.80 | |
Royal Bank of Scotland | 0.2 | $687k | 66k | 10.38 | |
WisdomTree Investments (WT) | 0.2 | $690k | 53k | 13.12 | |
Covidien | 0.2 | $678k | 9.2k | 73.70 | |
Directv | 0.2 | $662k | 8.7k | 76.45 | |
Align Technology (ALGN) | 0.2 | $635k | 12k | 51.75 | |
Biomarin Pharmaceutical Inc note 1.500%10/1 | 0.2 | $631k | 568k | 1.11 | |
Taiwan Semiconductor Mfg (TSM) | 0.2 | $610k | 30k | 20.04 | |
Verizon Communications (VZ) | 0.2 | $610k | 13k | 47.58 | |
Allegiant Travel Company (ALGT) | 0.2 | $600k | 5.4k | 111.86 | |
Yahoo! | 0.2 | $588k | 16k | 35.89 | |
Xylem (XYL) | 0.2 | $564k | 16k | 36.40 | |
Navistar International Corporation | 0.2 | $533k | 16k | 33.85 | |
Sotheby's | 0.1 | $519k | 12k | 43.58 | |
Invensense | 0.1 | $492k | 21k | 23.66 | |
On Semiconductor Corp note 2.625%12/1 | 0.1 | $489k | 401k | 1.22 | |
CBS Corporation | 0.1 | $433k | 7.0k | 61.81 | |
At&t (T) | 0.1 | $455k | 13k | 35.08 | |
Ihs | 0.1 | $392k | 3.2k | 121.55 | |
Lorillard | 0.1 | $272k | 5.0k | 54.08 | |
Synaptics, Incorporated (SYNA) | 0.1 | $264k | 4.4k | 60.00 | |
Packaging Corporation of America (PKG) | 0.1 | $221k | 3.1k | 70.38 | |
Lifepoint Hospitals Inc note 3.500% 5/1 | 0.1 | $235k | 222k | 1.06 | |
Hollysys Automation Technolo (HOLI) | 0.1 | $235k | 11k | 21.54 | |
Oasis Petroleum | 0.1 | $226k | 5.4k | 41.70 | |
Spirit Airlines (SAVE) | 0.1 | $253k | 4.3k | 59.46 | |
MGIC Investment (MTG) | 0.1 | $194k | 23k | 8.54 | |
MSC Industrial Direct (MSM) | 0.1 | $217k | 2.5k | 86.45 | |
Baker Hughes Incorporated | 0.1 | $202k | 3.1k | 65.06 | |
Manpower (MAN) | 0.1 | $200k | 2.5k | 78.74 | |
AutoZone (AZO) | 0.1 | $201k | 375.00 | 536.00 | |
Conn's (CONNQ) | 0.1 | $216k | 5.6k | 38.92 | |
Omnicom Group Inc debt | 0.1 | $196k | 147k | 1.33 | |
Lam Research Corp note 0.500% 5/1 | 0.1 | $198k | 171k | 1.16 | |
Gilead Sciences conv | 0.1 | $154k | 49k | 3.14 | |
Standard Pacific Corp cnv | 0.1 | $161k | 129k | 1.25 | |
Take-two Interactive Softwar note 1.000% 7/0 | 0.1 | $185k | 150k | 1.23 | |
Seacor Holdings Inc note 2.500%12/1 | 0.1 | $157k | 132k | 1.19 | |
Rti Intl Metals Inc note 3.000%12/0 | 0.0 | $94k | 88k | 1.07 | |
Old Republic Intl Corp note | 0.0 | $90k | 72k | 1.25 | |
Greenbrier Co Inc conv bnd | 0.0 | $109k | 77k | 1.42 | |
Stone Energy Corp Sr Nt Conv 1.750% 03/01/17 B/e Dtd 03/06/12 | 0.0 | $94k | 77k | 1.22 | |
Ares Capital Corporation convertible cor | 0.0 | $113k | 105k | 1.08 | |
Fluidigm Corporation convertible cor | 0.0 | $91k | 80k | 1.14 | |
Chesapeake Energy Corp note 2.500% 5/1 | 0.0 | $80k | 78k | 1.03 | |
Danaher Corp Del debt | 0.0 | $65k | 30k | 2.17 | |
Ixia note | 0.0 | $60k | 57k | 1.05 | |
Starwood Property Trust note | 0.0 | $83k | 73k | 1.14 | |
Molina Healthcare Inc note 3.750%10/0 | 0.0 | $18k | 15k | 1.20 | |
Kb Home note | 0.0 | $45k | 44k | 1.02 |