Calamos Wealth Management as of June 30, 2014
Portfolio Holdings for Calamos Wealth Management
Calamos Wealth Management holds 218 positions in its portfolio as reported in the June 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 4.2 | $15M | 157k | 92.93 | |
Eaton (ETN) | 1.7 | $5.9M | 76k | 77.18 | |
Wells Fargo & Company (WFC) | 1.6 | $5.7M | 108k | 52.56 | |
JPMorgan Chase & Co. (JPM) | 1.5 | $5.3M | 92k | 57.62 | |
Continental Resources | 1.4 | $4.9M | 31k | 158.03 | |
Schlumberger (SLB) | 1.4 | $4.8M | 41k | 117.95 | |
1.4 | $4.7M | 8.1k | 584.64 | ||
Priceline.com debt 1.000% 3/1 | 1.3 | $4.6M | 3.2M | 1.42 | |
Mgm Mirage conv | 1.2 | $4.4M | 3.0M | 1.47 | |
Coca-Cola Company (KO) | 1.2 | $4.4M | 103k | 42.36 | |
Nike (NKE) | 1.2 | $4.2M | 54k | 77.54 | |
United Technol conv prf | 1.2 | $4.2M | 64k | 65.19 | |
Electronic Arts Inc conv | 1.2 | $4.1M | 3.3M | 1.26 | |
Facebook Inc cl a (META) | 1.2 | $4.1M | 60k | 67.30 | |
Citigroup (C) | 1.1 | $4.0M | 86k | 47.10 | |
Slxp 1 1/2 03/15/19 | 1.1 | $4.0M | 2.1M | 1.96 | |
Salesforce.com Inc conv | 1.1 | $3.9M | 3.4M | 1.15 | |
Illumina (ILMN) | 1.1 | $3.8M | 21k | 178.55 | |
Sandisk Corp note 1.500% 8/1 | 1.1 | $3.8M | 1.9M | 2.05 | |
Cummins (CMI) | 1.0 | $3.5M | 22k | 154.31 | |
MasterCard Incorporated (MA) | 1.0 | $3.4M | 47k | 73.46 | |
Metlife Inc 5% 10/0/14 Conv Pr cv prf | 1.0 | $3.4M | 107k | 31.96 | |
Microsoft Corporation (MSFT) | 1.0 | $3.4M | 82k | 41.70 | |
Johnson & Johnson (JNJ) | 0.9 | $3.2M | 30k | 104.60 | |
Merck & Co (MRK) | 0.9 | $3.2M | 55k | 57.84 | |
Amazon (AMZN) | 0.9 | $3.1M | 9.7k | 324.79 | |
Celgene Corporation | 0.9 | $3.1M | 36k | 85.89 | |
Liberty Interactive Llc conv | 0.9 | $3.0M | 2.2M | 1.35 | |
Home Depot (HD) | 0.8 | $2.9M | 36k | 80.97 | |
Franklin Resources (BEN) | 0.8 | $2.9M | 50k | 57.84 | |
Boeing Company (BA) | 0.8 | $2.9M | 23k | 127.25 | |
Union Pacific Corporation (UNP) | 0.8 | $2.8M | 29k | 99.74 | |
Occidental Petroleum Corporation (OXY) | 0.8 | $2.8M | 28k | 102.63 | |
Teva Pharm Finance Llc Cvt cv bnd | 0.8 | $2.8M | 2.2M | 1.28 | |
EOG Resources (EOG) | 0.8 | $2.8M | 24k | 116.86 | |
Qualcomm (QCOM) | 0.8 | $2.7M | 35k | 79.20 | |
State Street Corporation (STT) | 0.8 | $2.7M | 40k | 67.26 | |
Wellpoint Inc Note cb | 0.8 | $2.6M | 1.7M | 1.54 | |
Chicago Bridge & Iron Company | 0.7 | $2.5M | 37k | 68.21 | |
Cerner Corporation | 0.7 | $2.5M | 48k | 51.57 | |
Linkedin Corp | 0.7 | $2.5M | 14k | 171.49 | |
Gilead Sciences (GILD) | 0.7 | $2.5M | 30k | 82.91 | |
Accenture (ACN) | 0.7 | $2.5M | 31k | 80.83 | |
eBay (EBAY) | 0.7 | $2.4M | 48k | 50.05 | |
American International (AIG) | 0.7 | $2.4M | 44k | 54.58 | |
Oracle Corporation (ORCL) | 0.7 | $2.4M | 58k | 40.53 | |
Novellus Systems, Inc. note 2.625% 5/1 | 0.7 | $2.3M | 1.2M | 2.02 | |
Michael Kors Holdings | 0.7 | $2.3M | 26k | 88.66 | |
Helix Energy Solutions note | 0.7 | $2.3M | 1.7M | 1.35 | |
Google Inc Class C | 0.7 | $2.3M | 3.9k | 575.31 | |
Time Warner | 0.6 | $2.3M | 32k | 70.26 | |
VMware | 0.6 | $2.2M | 23k | 96.80 | |
National-Oilwell Var | 0.6 | $2.2M | 27k | 82.35 | |
Deckers Outdoor Corporation (DECK) | 0.6 | $2.2M | 26k | 86.32 | |
Molina Healthcare Inc. conv | 0.6 | $2.2M | 1.8M | 1.25 | |
Hologic Inc frnt 2.000%12/1 | 0.6 | $2.2M | 1.7M | 1.25 | |
Insulet Corp note 2.000% 6/1 | 0.6 | $2.1M | 1.9M | 1.11 | |
Arthur J. Gallagher & Co. (AJG) | 0.6 | $2.1M | 46k | 46.59 | |
Exxon Mobil Corporation (XOM) | 0.6 | $2.1M | 21k | 100.69 | |
priceline.com Incorporated | 0.6 | $2.1M | 1.8k | 1202.84 | |
Seadrill | 0.6 | $2.1M | 53k | 39.96 | |
Genesee & Wyoming | 0.6 | $2.1M | 16k | 135.41 | |
First Republic Bank/san F (FRCB) | 0.6 | $2.1M | 37k | 54.98 | |
Integra Lifesciences Holdings conv bnd | 0.6 | $2.0M | 1.9M | 1.07 | |
Take-two Interactive Sof note | 0.6 | $2.0M | 1.5M | 1.31 | |
Goldman Sachs (GS) | 0.6 | $2.0M | 12k | 167.42 | |
On Semiconductor Corp note 2.625%12/1 | 0.6 | $2.0M | 1.7M | 1.18 | |
Icon 2 1/2 06/01/16 | 0.6 | $2.0M | 1.4M | 1.45 | |
Anadarko Petroleum Corporation | 0.6 | $2.0M | 18k | 109.48 | |
Tesla Motors Inc bond | 0.6 | $2.0M | 2.0M | 0.97 | |
Chevron Corporation (CVX) | 0.6 | $1.9M | 15k | 130.56 | |
Gilead Sciences conv | 0.6 | $1.9M | 526k | 3.66 | |
Mentor Graphics 4% 2031 conv | 0.6 | $1.9M | 1.6M | 1.22 | |
Pvh Corporation (PVH) | 0.5 | $1.9M | 16k | 116.57 | |
Walgreen Company | 0.5 | $1.9M | 25k | 74.14 | |
Zimmer Holdings (ZBH) | 0.5 | $1.8M | 17k | 103.85 | |
Jarden Corp note 1.875% 9/1 | 0.5 | $1.8M | 1.3M | 1.38 | |
Prudential Financial (PRU) | 0.5 | $1.8M | 20k | 88.75 | |
Ares Capital Corp 5.75 16 convert | 0.5 | $1.8M | 1.7M | 1.07 | |
Stanley Black & Decker Inc Uni p | 0.5 | $1.8M | 16k | 114.06 | |
Costco Wholesale Corporation (COST) | 0.5 | $1.8M | 15k | 115.14 | |
Nextera Energy Inc unit | 0.5 | $1.7M | 27k | 64.98 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.5 | $1.7M | 47k | 36.50 | |
Rti Intl Metals Inc note 1.625%10/1 | 0.5 | $1.7M | 1.7M | 1.00 | |
Mondelez Int (MDLZ) | 0.5 | $1.6M | 44k | 37.62 | |
Pfizer (PFE) | 0.5 | $1.6M | 55k | 29.67 | |
stock | 0.5 | $1.6M | 29k | 55.34 | |
Regeneron Pharmaceuticals (REGN) | 0.5 | $1.6M | 5.6k | 282.47 | |
Sotheby's | 0.5 | $1.6M | 37k | 42.00 | |
Fossil (FOSL) | 0.5 | $1.6M | 15k | 104.55 | |
Raytheon Company | 0.4 | $1.5M | 17k | 92.28 | |
American Tower Corp New Pfd Co p | 0.4 | $1.5M | 14k | 106.36 | |
Avery Dennison Corporation (AVY) | 0.4 | $1.5M | 29k | 51.25 | |
Intel Corporation (INTC) | 0.4 | $1.5M | 47k | 30.89 | |
Cameron International Corporation | 0.4 | $1.5M | 22k | 67.71 | |
Jazz Pharmaceuticals (JAZZ) | 0.4 | $1.4M | 9.7k | 146.97 | |
Texas Instruments Incorporated (TXN) | 0.4 | $1.4M | 30k | 47.79 | |
Stanley Black & Decker (SWK) | 0.4 | $1.3M | 15k | 87.80 | |
D.R. Horton (DHI) | 0.4 | $1.4M | 55k | 24.59 | |
Philip Morris International (PM) | 0.4 | $1.3M | 16k | 84.31 | |
Kinder Morgan (KMI) | 0.4 | $1.3M | 37k | 36.26 | |
Procter & Gamble Company (PG) | 0.4 | $1.3M | 17k | 78.58 | |
Hersha Hospitality Trust | 0.4 | $1.3M | 193k | 6.71 | |
Colony Financial | 0.3 | $1.2M | 52k | 23.22 | |
Insulet Corporation (PODD) | 0.3 | $1.2M | 31k | 39.67 | |
Sirius Xm Holdings (SIRI) | 0.3 | $1.2M | 357k | 3.46 | |
T. Rowe Price (TROW) | 0.3 | $1.2M | 14k | 84.40 | |
Servicenow (NOW) | 0.3 | $1.2M | 19k | 61.95 | |
General Electric Company | 0.3 | $1.2M | 44k | 26.28 | |
Verizon Communications (VZ) | 0.3 | $1.2M | 24k | 48.92 | |
Rockwell Automation (ROK) | 0.3 | $1.1M | 9.2k | 125.12 | |
Whirlpool Corporation (WHR) | 0.3 | $1.1M | 8.2k | 139.26 | |
Chesapeake Energy Corporation | 0.3 | $1.1M | 36k | 31.09 | |
SVB Financial (SIVBQ) | 0.3 | $1.1M | 9.3k | 116.63 | |
Starbucks Corporation (SBUX) | 0.3 | $1.1M | 14k | 77.41 | |
Spirit Airlines (SAVE) | 0.3 | $1.1M | 17k | 63.21 | |
Delphi Automotive | 0.3 | $1.1M | 16k | 68.74 | |
Whitewave Foods | 0.3 | $1.1M | 34k | 32.37 | |
BE Aerospace | 0.3 | $1.1M | 12k | 92.53 | |
Synaptics, Incorporated (SYNA) | 0.3 | $1.0M | 12k | 90.65 | |
Senior Housing Properties Trust | 0.3 | $1.0M | 42k | 24.30 | |
Crown Castle International Corp. pfd stk | 0.3 | $1.0M | 10k | 101.95 | |
Williams-Sonoma (WSM) | 0.3 | $978k | 14k | 71.78 | |
Workday Inc cl a (WDAY) | 0.3 | $991k | 11k | 89.85 | |
Mgic Investment Corp note | 0.3 | $982k | 659k | 1.49 | |
Investors Ban | 0.3 | $996k | 90k | 11.04 | |
United Parcel Service (UPS) | 0.3 | $941k | 9.2k | 102.62 | |
Mattel (MAT) | 0.3 | $947k | 24k | 38.96 | |
Dover Corporation (DOV) | 0.3 | $956k | 11k | 91.00 | |
Mgic Invt Corp Wis note 5.000% 5/0 | 0.3 | $962k | 822k | 1.17 | |
Palo Alto Networks (PANW) | 0.3 | $961k | 12k | 83.81 | |
Antero Res (AR) | 0.3 | $957k | 15k | 65.63 | |
salesforce (CRM) | 0.3 | $897k | 15k | 58.09 | |
Medidata Solutions | 0.3 | $894k | 21k | 42.80 | |
Lear Corporation (LEA) | 0.2 | $861k | 9.6k | 89.32 | |
Zions Bancorporation (ZION) | 0.2 | $868k | 30k | 29.47 | |
Proto Labs (PRLB) | 0.2 | $874k | 11k | 81.91 | |
Al Us conv | 0.2 | $859k | 569k | 1.51 | |
Meredith Corporation | 0.2 | $830k | 17k | 48.37 | |
Eastman Chemical Company (EMN) | 0.2 | $809k | 9.3k | 87.33 | |
BB&T Corporation | 0.2 | $818k | 21k | 39.41 | |
United Technologies Corporation | 0.2 | $796k | 6.9k | 115.40 | |
Hospitality Properties Trust | 0.2 | $794k | 26k | 30.39 | |
BorgWarner (BWA) | 0.2 | $795k | 12k | 65.21 | |
Panera Bread Company | 0.2 | $790k | 5.3k | 149.88 | |
SolarWinds | 0.2 | $810k | 21k | 38.65 | |
WisdomTree Investments (WT) | 0.2 | $802k | 65k | 12.35 | |
Fortune Brands (FBIN) | 0.2 | $807k | 20k | 39.93 | |
Melco Crown Entertainment (MLCO) | 0.2 | $763k | 21k | 35.69 | |
Harley-Davidson (HOG) | 0.2 | $769k | 11k | 69.88 | |
Gap (GAP) | 0.2 | $760k | 18k | 41.56 | |
Perrigo Company (PRGO) | 0.2 | $759k | 5.2k | 145.68 | |
U.S. Bancorp (USB) | 0.2 | $747k | 17k | 43.30 | |
Berkshire Hathaway (BRK.B) | 0.2 | $722k | 5.7k | 126.64 | |
Mohawk Industries (MHK) | 0.2 | $729k | 5.3k | 138.25 | |
Jacobs Engineering | 0.2 | $749k | 14k | 53.26 | |
Medical Properties Trust (MPW) | 0.2 | $727k | 55k | 13.24 | |
Terex Corporation (TEX) | 0.2 | $726k | 18k | 41.07 | |
Ryland Group note | 0.2 | $724k | 517k | 1.40 | |
Biomarin Pharmaceutical Inc note 0.750%10/1 | 0.2 | $728k | 700k | 1.04 | |
Chesapeake Energy Corp note 2.750%11/1 | 0.2 | $701k | 661k | 1.06 | |
LKQ Corporation (LKQ) | 0.2 | $708k | 27k | 26.68 | |
Cato Corporation (CATO) | 0.2 | $685k | 22k | 30.88 | |
Biogen Idec (BIIB) | 0.2 | $714k | 2.3k | 315.23 | |
Children's Place Retail Stores (PLCE) | 0.2 | $688k | 14k | 49.60 | |
Urban Outfitters (URBN) | 0.2 | $704k | 21k | 33.85 | |
Taiwan Semiconductor Mfg (TSM) | 0.2 | $649k | 30k | 21.38 | |
Polaris Industries (PII) | 0.2 | $663k | 5.1k | 130.18 | |
Las Vegas Sands (LVS) | 0.2 | $676k | 8.9k | 76.27 | |
Sinclair Broadcast | 0.2 | $658k | 19k | 34.76 | |
Align Technology (ALGN) | 0.2 | $672k | 12k | 56.05 | |
Symantec Corporation | 0.2 | $638k | 28k | 22.90 | |
Biomarin Pharmaceutical Inc note 1.500%10/1 | 0.2 | $635k | 605k | 1.05 | |
Yahoo! | 0.2 | $589k | 17k | 35.16 | |
Cree | 0.2 | $610k | 12k | 49.92 | |
Walt Disney Company (DIS) | 0.2 | $547k | 6.4k | 85.74 | |
Whole Foods Market | 0.2 | $560k | 15k | 38.66 | |
Lions Gate Entertainment | 0.2 | $577k | 20k | 28.57 | |
Team Health Holdings | 0.2 | $558k | 11k | 49.96 | |
Charles River Laboratories (CRL) | 0.1 | $528k | 9.9k | 53.50 | |
Affiliated Managers (AMG) | 0.1 | $440k | 2.1k | 205.51 | |
At&t (T) | 0.1 | $426k | 12k | 35.34 | |
Invensense | 0.1 | $416k | 18k | 22.68 | |
Ihs | 0.1 | $380k | 2.8k | 135.71 | |
Smith & Wesson Holding Corporation | 0.1 | $354k | 24k | 14.56 | |
Lorillard | 0.1 | $268k | 4.4k | 60.91 | |
Steven Madden (SHOO) | 0.1 | $292k | 8.5k | 34.31 | |
Oasis Petroleum | 0.1 | $271k | 4.8k | 55.99 | |
Stanley Black & Decker Inc unit 99/99/9999 | 0.1 | $267k | 2.0k | 133.17 | |
Xylem (XYL) | 0.1 | $274k | 7.0k | 39.13 | |
Now (DNOW) | 0.1 | $281k | 7.8k | 36.20 | |
Ubs Ag Cmn | 0.1 | $248k | 14k | 18.36 | |
Conn's (CONNQ) | 0.1 | $238k | 4.8k | 49.38 | |
Hollysys Automation Technolo (HOLI) | 0.1 | $235k | 9.6k | 24.44 | |
Take-two Interactive Softwar note 1.000% 7/0 | 0.1 | $256k | 210k | 1.22 | |
MSC Industrial Direct (MSM) | 0.1 | $202k | 2.1k | 95.73 | |
Baker Hughes Incorporated | 0.1 | $201k | 2.7k | 74.44 | |
Cimarex Energy | 0.1 | $202k | 1.4k | 143.26 | |
Bonanza Creek Energy | 0.1 | $213k | 3.7k | 57.26 | |
Standard Pacific Corp cnv | 0.1 | $211k | 166k | 1.27 | |
Seacor Holdings Inc note 2.500%12/1 | 0.1 | $197k | 171k | 1.15 | |
MGIC Investment (MTG) | 0.1 | $174k | 19k | 9.23 | |
Stone Energy Corp Sr Nt Conv 1.750% 03/01/17 B/e Dtd 03/06/12 | 0.0 | $126k | 98k | 1.29 | |
Ares Capital Corporation convertible cor | 0.0 | $148k | 138k | 1.07 | |
Microchip Technology Inc sdcv 2.125%12/1 | 0.0 | $111k | 58k | 1.91 | |
Rti Intl Metals Inc note 3.000%12/0 | 0.0 | $118k | 113k | 1.04 | |
Old Republic Intl Corp note | 0.0 | $112k | 90k | 1.24 | |
Cien 4 12/15/20 | 0.0 | $107k | 77k | 1.39 | |
Starwood Property Trust note | 0.0 | $107k | 95k | 1.13 | |
Toll Bros Finance Corp. convertible bond | 0.0 | $107k | 101k | 1.06 | |
Fluidigm Corporation convertible cor | 0.0 | $101k | 106k | 0.95 | |
J2 Global Inc note 3.250% 6/1 | 0.0 | $111k | 109k | 1.02 | |
Spirit Realty Capital Inc convertible cor | 0.0 | $106k | 106k | 1.00 | |
Chesapeake Energy Corp note 2.500% 5/1 | 0.0 | $83k | 77k | 1.08 | |
Danaher Corp Del debt | 0.0 | $69k | 30k | 2.30 | |
Omnicom Group Inc debt | 0.0 | $84k | 64k | 1.31 | |
Walter Invt Mgmt Corp note | 0.0 | $83k | 90k | 0.92 | |
Kb Home note | 0.0 | $57k | 57k | 1.00 |