Calamos Wealth Management as of Sept. 30, 2014
Portfolio Holdings for Calamos Wealth Management
Calamos Wealth Management holds 218 positions in its portfolio as reported in the September 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 4.7 | $16M | 162k | 100.75 | |
Johnson & Johnson (JNJ) | 1.7 | $5.8M | 55k | 106.59 | |
1.7 | $5.8M | 9.9k | 588.40 | ||
JPMorgan Chase & Co. (JPM) | 1.7 | $5.8M | 96k | 60.24 | |
Wells Fargo & Company (WFC) | 1.7 | $5.7M | 111k | 51.87 | |
Microsoft Corporation (MSFT) | 1.6 | $5.6M | 121k | 46.36 | |
Eaton (ETN) | 1.4 | $5.0M | 79k | 63.37 | |
Facebook Inc cl a (META) | 1.4 | $4.8M | 61k | 79.03 | |
Coca-Cola Company (KO) | 1.3 | $4.5M | 106k | 42.66 | |
Citigroup (C) | 1.3 | $4.4M | 85k | 51.82 | |
Schlumberger (SLB) | 1.2 | $4.3M | 42k | 101.68 | |
Electronic Arts Inc conv | 1.2 | $4.2M | 3.4M | 1.23 | |
Continental Resources | 1.2 | $4.2M | 63k | 66.48 | |
United Technol conv prf | 1.1 | $3.9M | 67k | 58.88 | |
Salesforce.com Inc conv | 1.1 | $3.9M | 3.5M | 1.11 | |
Mgm Mirage conv | 1.1 | $3.9M | 3.1M | 1.27 | |
Illumina (ILMN) | 1.0 | $3.6M | 22k | 163.91 | |
MasterCard Incorporated (MA) | 1.0 | $3.5M | 48k | 73.92 | |
Celgene Corporation | 1.0 | $3.5M | 37k | 94.77 | |
Walgreen Company | 1.0 | $3.4M | 58k | 59.28 | |
Home Depot (HD) | 1.0 | $3.3M | 36k | 91.73 | |
Merck & Co (MRK) | 1.0 | $3.3M | 56k | 59.27 | |
Cummins (CMI) | 0.9 | $3.3M | 25k | 131.97 | |
Metlife Inc 5% 10/0/14 Conv Pr cv prf | 0.9 | $3.3M | 106k | 30.79 | |
Union Pacific Corporation (UNP) | 0.9 | $3.1M | 29k | 108.42 | |
Liberty Interactive Llc conv | 0.9 | $3.1M | 2.3M | 1.33 | |
State Street Corporation (STT) | 0.9 | $3.0M | 41k | 73.61 | |
Boeing Company (BA) | 0.9 | $3.0M | 24k | 127.40 | |
Wellpoint Inc Note cb | 0.8 | $2.9M | 1.7M | 1.66 | |
Cerner Corporation | 0.8 | $2.9M | 48k | 59.58 | |
T. Rowe Price (TROW) | 0.8 | $2.9M | 37k | 78.41 | |
Priceline.com debt 1.000% 3/1 | 0.8 | $2.9M | 2.1M | 1.35 | |
Costco Wholesale Corporation (COST) | 0.8 | $2.8M | 23k | 125.34 | |
Teva Pharm Finance Llc Cvt cv bnd | 0.8 | $2.8M | 2.2M | 1.29 | |
Nike (NKE) | 0.8 | $2.8M | 31k | 89.21 | |
Occidental Petroleum Corporation (OXY) | 0.8 | $2.7M | 28k | 96.16 | |
eBay (EBAY) | 0.8 | $2.7M | 48k | 56.62 | |
Walt Disney Company (DIS) | 0.8 | $2.6M | 29k | 89.02 | |
Qualcomm (QCOM) | 0.7 | $2.6M | 35k | 74.77 | |
Delta Air Lines (DAL) | 0.7 | $2.5M | 68k | 36.15 | |
American International (AIG) | 0.7 | $2.4M | 45k | 54.01 | |
Deckers Outdoor Corporation (DECK) | 0.7 | $2.3M | 24k | 97.18 | |
Sandisk Corp note 1.500% 8/1 | 0.7 | $2.3M | 1.2M | 1.93 | |
Novellus Systems, Inc. note 2.625% 5/1 | 0.7 | $2.3M | 1.1M | 2.19 | |
Goldman Sachs (GS) | 0.6 | $2.2M | 12k | 183.61 | |
Google Inc Class C | 0.6 | $2.2M | 3.8k | 577.33 | |
Insulet Corp note 2.000% 6/1 | 0.6 | $2.2M | 2.0M | 1.07 | |
Arthur J. Gallagher & Co. (AJG) | 0.6 | $2.1M | 47k | 45.36 | |
National-Oilwell Var | 0.6 | $2.1M | 28k | 76.12 | |
Integra Lifesciences Holdings conv bnd | 0.6 | $2.1M | 2.0M | 1.07 | |
Mondelez Int (MDLZ) | 0.6 | $2.1M | 61k | 34.27 | |
Regeneron Pharmaceuticals (REGN) | 0.6 | $2.0M | 5.7k | 360.57 | |
priceline.com Incorporated | 0.6 | $2.1M | 1.8k | 1158.67 | |
On Semiconductor Corp note 2.625%12/1 | 0.6 | $2.0M | 1.8M | 1.13 | |
Genesee & Wyoming | 0.6 | $2.1M | 17k | 123.37 | |
Take-two Interactive Sof note | 0.6 | $2.0M | 1.5M | 1.33 | |
Tesla Motors Inc bond | 0.6 | $2.0M | 2.1M | 0.95 | |
Cognizant Technology Solutions (CTSH) | 0.6 | $2.0M | 45k | 44.78 | |
Gilead Sciences (GILD) | 0.6 | $2.0M | 19k | 106.45 | |
Gilead Sciences conv | 0.6 | $2.0M | 431k | 4.68 | |
Exxon Mobil Corporation (XOM) | 0.6 | $2.0M | 21k | 94.04 | |
Stryker Corporation (SYK) | 0.6 | $2.0M | 24k | 80.75 | |
Lorillard | 0.6 | $2.0M | 33k | 59.90 | |
Helix Energy Solutions note | 0.6 | $2.0M | 1.7M | 1.18 | |
Jarden Corp note 1.875% 9/1 | 0.6 | $2.0M | 1.4M | 1.38 | |
Amazon (AMZN) | 0.6 | $1.9M | 6.0k | 322.52 | |
Linkedin Corp | 0.6 | $1.9M | 9.4k | 207.74 | |
Franklin Resources (BEN) | 0.6 | $1.9M | 35k | 54.60 | |
Accenture (ACN) | 0.6 | $1.9M | 24k | 81.33 | |
Stanley Black & Decker Inc Uni p | 0.6 | $1.9M | 17k | 113.20 | |
Anadarko Petroleum Corporation | 0.5 | $1.9M | 19k | 101.42 | |
Hologic Inc frnt 2.000%12/1 | 0.5 | $1.9M | 1.6M | 1.20 | |
Mentor Graphics 4% 2031 conv | 0.5 | $1.9M | 1.6M | 1.19 | |
Prudential Financial (PRU) | 0.5 | $1.8M | 21k | 87.94 | |
Chevron Corporation (CVX) | 0.5 | $1.8M | 15k | 119.29 | |
EOG Resources (EOG) | 0.5 | $1.8M | 18k | 99.01 | |
Zimmer Holdings (ZBH) | 0.5 | $1.8M | 18k | 100.54 | |
Raytheon Company | 0.5 | $1.7M | 17k | 101.64 | |
Seadrill | 0.5 | $1.7M | 65k | 26.77 | |
Ares Capital Corp 5.75 16 convert | 0.5 | $1.7M | 1.7M | 1.04 | |
Icon 2 1/2 06/01/16 | 0.5 | $1.7M | 1.4M | 1.26 | |
Intel Corporation (INTC) | 0.5 | $1.7M | 48k | 34.83 | |
Rti Intl Metals Inc note 1.625%10/1 | 0.5 | $1.7M | 1.8M | 0.96 | |
American Tower Corp New Pfd Co p | 0.5 | $1.7M | 16k | 108.53 | |
Pfizer (PFE) | 0.5 | $1.7M | 56k | 29.58 | |
Lions Gate Entertainment | 0.5 | $1.6M | 48k | 32.96 | |
Nextera Energy Inc unit | 0.5 | $1.6M | 27k | 59.91 | |
United Parcel Service (UPS) | 0.5 | $1.6M | 16k | 98.31 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.5 | $1.6M | 48k | 32.65 | |
Exelon Corp 6.5% 01-jun-2017 convprf | 0.5 | $1.6M | 31k | 50.79 | |
Pepsi (PEP) | 0.4 | $1.5M | 16k | 93.08 | |
Kinder Morgan (KMI) | 0.4 | $1.5M | 39k | 38.34 | |
Dominion Res D Ser A Units 6.375% 01-jul-2017 convprf | 0.4 | $1.5M | 30k | 49.90 | |
Harley-Davidson (HOG) | 0.4 | $1.5M | 25k | 58.21 | |
Texas Instruments Incorporated (TXN) | 0.4 | $1.5M | 31k | 47.69 | |
Cameron International Corporation | 0.4 | $1.4M | 22k | 66.37 | |
Philip Morris International (PM) | 0.4 | $1.4M | 16k | 83.41 | |
Northstar Rlty Fin | 0.4 | $1.4M | 78k | 17.67 | |
American Homes 4 Rent-a reit (AMH) | 0.4 | $1.4M | 80k | 16.89 | |
Avery Dennison Corporation (AVY) | 0.4 | $1.3M | 29k | 44.65 | |
Hersha Hospitality Trust | 0.4 | $1.3M | 204k | 6.37 | |
VMware | 0.4 | $1.3M | 14k | 93.82 | |
Verizon Communications (VZ) | 0.4 | $1.3M | 26k | 49.99 | |
Colony Financial | 0.4 | $1.2M | 55k | 22.39 | |
First Republic Bank/san F (FRCB) | 0.4 | $1.2M | 25k | 49.37 | |
Sirius Xm Holdings (SIRI) | 0.4 | $1.2M | 358k | 3.49 | |
General Electric Company | 0.3 | $1.2M | 47k | 25.61 | |
PacWest Ban | 0.3 | $1.2M | 30k | 41.22 | |
Whitewave Foods | 0.3 | $1.2M | 34k | 36.32 | |
Whirlpool Corporation (WHR) | 0.3 | $1.2M | 8.2k | 145.62 | |
Spirit Airlines (SAVE) | 0.3 | $1.2M | 17k | 69.13 | |
Insulet Corporation (PODD) | 0.3 | $1.1M | 31k | 36.86 | |
Palo Alto Networks (PANW) | 0.3 | $1.1M | 12k | 98.11 | |
Crown Castle International Corp. pfd stk | 0.3 | $1.1M | 11k | 105.19 | |
Molina Healthcare Inc. conv | 0.3 | $1.1M | 939k | 1.18 | |
Starbucks Corporation (SBUX) | 0.3 | $1.1M | 14k | 75.44 | |
SVB Financial (SIVBQ) | 0.3 | $1.0M | 9.3k | 112.11 | |
PNC Financial Services (PNC) | 0.3 | $1.0M | 12k | 85.62 | |
Stanley Black & Decker (SWK) | 0.3 | $1.0M | 11k | 88.82 | |
Bankunited (BKU) | 0.3 | $1.0M | 33k | 30.50 | |
Slxp 1 1/2 03/15/19 | 0.3 | $1.0M | 409k | 2.45 | |
Medidata Solutions | 0.3 | $977k | 22k | 44.30 | |
Servicenow (NOW) | 0.3 | $967k | 17k | 58.78 | |
Senior Housing Properties Trust | 0.3 | $940k | 45k | 20.93 | |
Twenty-first Century Fox | 0.3 | $922k | 27k | 34.29 | |
Investors Ban | 0.3 | $932k | 92k | 10.13 | |
LKQ Corporation (LKQ) | 0.3 | $887k | 33k | 26.60 | |
Williams-Sonoma (WSM) | 0.3 | $909k | 14k | 66.57 | |
Oracle Corporation (ORCL) | 0.3 | $896k | 23k | 38.29 | |
salesforce (CRM) | 0.3 | $891k | 16k | 57.53 | |
Rockwell Automation (ROK) | 0.3 | $885k | 8.1k | 109.94 | |
SolarWinds | 0.3 | $884k | 21k | 42.07 | |
Workday Inc cl a (WDAY) | 0.3 | $912k | 11k | 82.46 | |
Mgic Investment Corp note | 0.3 | $907k | 682k | 1.33 | |
Antero Res (AR) | 0.3 | $888k | 16k | 54.88 | |
Cepheid | 0.2 | $862k | 20k | 44.04 | |
Lear Corporation (LEA) | 0.2 | $834k | 9.7k | 86.38 | |
BB&T Corporation | 0.2 | $823k | 22k | 37.21 | |
Zions Bancorporation (ZION) | 0.2 | $830k | 29k | 29.05 | |
Fortune Brands (FBIN) | 0.2 | $832k | 20k | 41.13 | |
Starwood Waypoint Residential Trust | 0.2 | $829k | 32k | 26.00 | |
United Technologies Corporation | 0.2 | $803k | 7.6k | 105.62 | |
Meredith Corporation | 0.2 | $784k | 18k | 42.81 | |
stock | 0.2 | $803k | 15k | 55.34 | |
Restoration Hardware Hldgs I | 0.2 | $810k | 10k | 79.57 | |
Perrigo Company (PRGO) | 0.2 | $783k | 5.2k | 150.14 | |
Berkshire Hathaway (BRK.B) | 0.2 | $765k | 5.5k | 138.19 | |
Polaris Industries (PII) | 0.2 | $765k | 5.1k | 149.77 | |
Eastman Chemical Company (EMN) | 0.2 | $753k | 9.3k | 80.93 | |
Biogen Idec (BIIB) | 0.2 | $753k | 2.3k | 330.99 | |
Hospitality Properties Trust | 0.2 | $746k | 28k | 26.84 | |
Jazz Pharmaceuticals (JAZZ) | 0.2 | $746k | 4.6k | 160.46 | |
Al Us conv | 0.2 | $767k | 568k | 1.35 | |
U.S. Bancorp (USB) | 0.2 | $722k | 17k | 41.85 | |
Gap (GAP) | 0.2 | $739k | 18k | 41.72 | |
Medical Properties Trust (MPW) | 0.2 | $717k | 59k | 12.26 | |
WisdomTree Investments (WT) | 0.2 | $740k | 65k | 11.38 | |
Realogy Hldgs (HOUS) | 0.2 | $717k | 19k | 37.19 | |
Symantec Corporation | 0.2 | $698k | 30k | 23.50 | |
Jacobs Engineering | 0.2 | $687k | 14k | 48.86 | |
Covance | 0.2 | $691k | 8.8k | 78.75 | |
Invensense | 0.2 | $682k | 35k | 19.72 | |
Biomarin Pharmaceutical Inc note 0.750%10/1 | 0.2 | $695k | 656k | 1.06 | |
Panera Bread Company | 0.2 | $675k | 4.1k | 162.81 | |
Columbia Banking System (COLB) | 0.2 | $664k | 27k | 24.82 | |
Biomarin Pharmaceutical Inc note 1.500%10/1 | 0.2 | $642k | 584k | 1.10 | |
Taiwan Semiconductor Mfg (TSM) | 0.2 | $617k | 31k | 20.17 | |
Align Technology (ALGN) | 0.2 | $621k | 12k | 51.69 | |
Team Health Holdings | 0.2 | $629k | 11k | 58.00 | |
Proto Labs (PRLB) | 0.2 | $627k | 9.1k | 69.05 | |
Charles River Laboratories (CRL) | 0.2 | $589k | 9.9k | 59.74 | |
Sotheby's | 0.2 | $596k | 17k | 35.71 | |
Las Vegas Sands (LVS) | 0.2 | $553k | 8.9k | 62.25 | |
Whole Foods Market | 0.2 | $551k | 15k | 38.08 | |
Terex Corporation (TEX) | 0.2 | $563k | 18k | 31.78 | |
Sinclair Broadcast | 0.1 | $479k | 18k | 26.07 | |
Delphi Automotive | 0.1 | $498k | 8.1k | 61.29 | |
At&t (T) | 0.1 | $453k | 13k | 35.25 | |
Affiliated Managers (AMG) | 0.1 | $429k | 2.1k | 200.37 | |
CBS Corporation | 0.1 | $395k | 7.4k | 53.52 | |
Take-two Interactive Softwar note 1.000% 7/0 | 0.1 | $383k | 309k | 1.24 | |
BE Aerospace | 0.1 | $338k | 4.0k | 83.87 | |
WESCO International (WCC) | 0.1 | $267k | 3.4k | 78.30 | |
Oasis Petroleum | 0.1 | $290k | 6.9k | 41.79 | |
Stanley Black & Decker Inc unit 99/99/9999 | 0.1 | $263k | 2.0k | 131.17 | |
Ubs Ag Cmn | 0.1 | $228k | 13k | 17.37 | |
Mellanox Technologies | 0.1 | $231k | 5.1k | 44.94 | |
Ambarella (AMBA) | 0.1 | $226k | 5.2k | 43.59 | |
Ares Capital Corporation convertible cor | 0.1 | $231k | 222k | 1.04 | |
Now (DNOW) | 0.1 | $229k | 7.5k | 30.35 | |
Verint Sys Inc note 1.5% 6/1 | 0.1 | $228k | 209k | 1.09 | |
Synchronoss Technologies conv | 0.1 | $225k | 203k | 1.11 | |
Melco Crown Entertainment (MLCO) | 0.1 | $204k | 7.7k | 26.34 | |
Microchip Technology Inc sdcv 2.125%12/1 | 0.1 | $211k | 113k | 1.87 | |
Kroger (KR) | 0.1 | $201k | 3.9k | 52.01 | |
Smith & Wesson Holding Corporation | 0.1 | $223k | 24k | 9.44 | |
Hollysys Automation Technolo (HOLI) | 0.1 | $216k | 9.6k | 22.46 | |
Michael Kors Holdings | 0.1 | $221k | 3.1k | 71.34 | |
Bonanza Creek Energy | 0.1 | $212k | 3.7k | 56.99 | |
Hologic Inc cnv | 0.1 | $206k | 194k | 1.06 | |
Lam Research Corp note 0.500% 5/1 | 0.1 | $211k | 166k | 1.27 | |
ON Semiconductor (ON) | 0.1 | $161k | 18k | 8.95 | |
Standard Pacific Corp cnv | 0.1 | $188k | 166k | 1.13 | |
Seacor Holdings Inc note 2.500%12/1 | 0.1 | $185k | 171k | 1.08 | |
MGIC Investment (MTG) | 0.0 | $147k | 19k | 7.80 | |
Rti Intl Metals Inc note 3.000%12/0 | 0.0 | $109k | 106k | 1.03 | |
Old Republic Intl Corp note | 0.0 | $106k | 90k | 1.18 | |
Cien 4 12/15/20 | 0.0 | $93k | 77k | 1.21 | |
Starwood Property Trust note | 0.0 | $102k | 95k | 1.07 | |
Stone Energy Corp Sr Nt Conv 1.750% 03/01/17 B/e Dtd 03/06/12 | 0.0 | $103k | 98k | 1.05 | |
Hos Us conv | 0.0 | $90k | 92k | 0.98 | |
Toll Bros Finance Corp. convertible bond | 0.0 | $102k | 101k | 1.01 | |
Fluidigm Corporation convertible cor | 0.0 | $95k | 106k | 0.90 | |
J2 Global Inc note 3.250% 6/1 | 0.0 | $109k | 109k | 1.00 | |
Spirit Realty Capital Inc convertible cor | 0.0 | $103k | 106k | 0.97 | |
Danaher Corp Del debt | 0.0 | $66k | 30k | 2.20 | |
Kb Home note | 0.0 | $55k | 57k | 0.96 | |
Acorda Therap note 1.75% 6/15 | 0.0 | $55k | 53k | 1.04 |