Calamos Wealth Management as of Dec. 31, 2014
Portfolio Holdings for Calamos Wealth Management
Calamos Wealth Management holds 210 positions in its portfolio as reported in the December 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 4.9 | $17M | 155k | 110.38 | |
Microsoft Corporation (MSFT) | 2.0 | $7.0M | 150k | 46.45 | |
Wells Fargo & Company (WFC) | 1.7 | $6.0M | 109k | 54.82 | |
Johnson & Johnson (JNJ) | 1.6 | $5.7M | 54k | 104.57 | |
JPMorgan Chase & Co. (JPM) | 1.6 | $5.6M | 90k | 62.57 | |
1.4 | $5.1M | 9.5k | 530.65 | ||
Walgreen Boots Alliance (WBA) | 1.4 | $5.0M | 65k | 76.19 | |
Citigroup (C) | 1.4 | $4.9M | 90k | 54.11 | |
Home Depot (HD) | 1.4 | $4.8M | 46k | 104.98 | |
Facebook Inc cl a (META) | 1.3 | $4.6M | 59k | 78.01 | |
Exxon Mobil Corporation (XOM) | 1.2 | $4.3M | 46k | 92.45 | |
Coca-Cola Company (KO) | 1.2 | $4.3M | 101k | 42.22 | |
Salesforce.com Inc conv | 1.2 | $4.2M | 3.7k | 1140.09 | |
MasterCard Incorporated (MA) | 1.2 | $4.1M | 47k | 86.16 | |
Illumina (ILMN) | 1.1 | $4.0M | 22k | 184.57 | |
Eaton (ETN) | 1.1 | $3.9M | 58k | 67.96 | |
Mgm Mirage conv | 1.1 | $3.7M | 3.1k | 1178.63 | |
United Technol conv prf | 1.1 | $3.6M | 60k | 61.33 | |
Cummins (CMI) | 1.0 | $3.4M | 23k | 144.15 | |
Liberty Interactive Llc conv | 1.0 | $3.4M | 2.3k | 1438.14 | |
Walt Disney Company (DIS) | 1.0 | $3.3M | 36k | 94.18 | |
Pfizer (PFE) | 0.9 | $3.2M | 103k | 31.15 | |
State Street Corporation (STT) | 0.9 | $3.2M | 40k | 78.50 | |
Merck & Co (MRK) | 0.9 | $3.2M | 56k | 56.79 | |
Starbucks Corporation (SBUX) | 0.9 | $3.2M | 39k | 82.06 | |
MetLife (MET) | 0.9 | $3.2M | 59k | 54.09 | |
Cerner Corporation | 0.9 | $3.1M | 48k | 64.66 | |
Boeing Company (BA) | 0.8 | $2.9M | 23k | 130.00 | |
Teva Pharm Finance Llc Cvt cv bnd | 0.8 | $2.9M | 2.1k | 1371.21 | |
Priceline.com debt 1.000% 3/1 | 0.8 | $2.9M | 2.2k | 1325.61 | |
T. Rowe Price (TROW) | 0.8 | $2.8M | 33k | 85.85 | |
Celgene Corporation | 0.8 | $2.7M | 25k | 111.85 | |
eBay (EBAY) | 0.8 | $2.7M | 47k | 56.12 | |
Arthur J. Gallagher & Co. (AJG) | 0.8 | $2.6M | 56k | 47.08 | |
Delta Air Lines (DAL) | 0.8 | $2.6M | 53k | 49.20 | |
Costco Wholesale Corporation (COST) | 0.7 | $2.6M | 18k | 141.73 | |
Union Pacific Corporation (UNP) | 0.7 | $2.6M | 22k | 119.14 | |
Nike (NKE) | 0.7 | $2.6M | 27k | 96.15 | |
Zimmer Holdings (ZBH) | 0.7 | $2.6M | 23k | 113.40 | |
Qualcomm (QCOM) | 0.7 | $2.5M | 33k | 74.34 | |
Lorillard | 0.7 | $2.4M | 39k | 62.93 | |
American International (AIG) | 0.7 | $2.4M | 44k | 56.01 | |
Insulet Corp note 2.000% 6/1 | 0.7 | $2.4M | 2.0k | 1192.65 | |
Goldman Sachs (GS) | 0.7 | $2.4M | 12k | 193.79 | |
Chevron Corporation (CVX) | 0.7 | $2.4M | 21k | 112.19 | |
Novellus Systems, Inc. note 2.625% 5/1 | 0.7 | $2.4M | 1.0k | 2293.83 | |
Sandisk Corp conv | 0.7 | $2.4M | 2.0k | 1204.88 | |
Cognizant Technology Solutions (CTSH) | 0.7 | $2.3M | 44k | 52.67 | |
Stryker Corporation (SYK) | 0.7 | $2.3M | 24k | 94.31 | |
Jarden Corp note 1.875% 9/1 | 0.7 | $2.3M | 1.5k | 1569.86 | |
Mondelez Int (MDLZ) | 0.6 | $2.2M | 60k | 36.33 | |
Google Inc Class C | 0.6 | $2.2M | 4.2k | 526.43 | |
Deckers Outdoor Corporation (DECK) | 0.6 | $2.2M | 24k | 91.05 | |
Integra Lifesciences Holdings conv bnd | 0.6 | $2.2M | 2.0k | 1069.09 | |
Accenture (ACN) | 0.6 | $2.1M | 23k | 89.33 | |
On Semiconductor Corp note 2.625%12/1 | 0.6 | $2.1M | 1.7k | 1194.81 | |
Occidental Petroleum Corporation (OXY) | 0.6 | $2.0M | 25k | 80.61 | |
Stanley Black & Decker Inc Uni p | 0.6 | $2.0M | 17k | 117.72 | |
Yahoo Inc note 12/0 | 0.6 | $2.0M | 1.8k | 1134.97 | |
United Parcel Service (UPS) | 0.6 | $2.0M | 18k | 111.15 | |
Mentor Graphics 4% 2031 conv | 0.6 | $2.0M | 1.6k | 1200.61 | |
Procter & Gamble Company (PG) | 0.6 | $1.9M | 21k | 91.10 | |
Tesla Motors Inc bond | 0.6 | $1.9M | 2.1k | 904.30 | |
SVB Financial (SIVBQ) | 0.6 | $1.9M | 16k | 116.05 | |
priceline.com Incorporated | 0.6 | $1.9M | 1.7k | 1140.12 | |
Genesee & Wyoming | 0.5 | $1.9M | 16k | 116.05 | |
Regeneron Pharmaceuticals (REGN) | 0.5 | $1.8M | 4.5k | 410.36 | |
Schlumberger (SLB) | 0.5 | $1.9M | 22k | 85.39 | |
Hologic Inc frnt 2.000%12/1 | 0.5 | $1.8M | 1.5k | 1247.28 | |
American Tower Corp New Pfd Co p | 0.5 | $1.8M | 16k | 114.99 | |
Amazon (AMZN) | 0.5 | $1.8M | 5.9k | 310.42 | |
Intel Corp. Jr. Sub. Cv. Deb. conv | 0.5 | $1.8M | 1.0k | 1739.46 | |
Raytheon Company | 0.5 | $1.7M | 16k | 108.17 | |
Kinder Morgan (KMI) | 0.5 | $1.7M | 40k | 42.31 | |
Nextera Energy Inc unit | 0.5 | $1.7M | 26k | 66.95 | |
Exelon Corp 6.5% 01-jun-2017 convprf | 0.5 | $1.7M | 33k | 52.50 | |
Gilead Sciences conv | 0.5 | $1.7M | 402.00 | 4141.79 | |
Ares Capital Corp 5.75 16 convert | 0.5 | $1.7M | 1.6k | 1031.54 | |
Restoration Hardware Hldgs I | 0.5 | $1.7M | 17k | 96.00 | |
Servicenow Inc. note | 0.5 | $1.7M | 1.5k | 1140.01 | |
Harley-Davidson (HOG) | 0.5 | $1.6M | 25k | 65.92 | |
EOG Resources (EOG) | 0.5 | $1.6M | 18k | 92.07 | |
Wells Fargo & Company Non-cum Perpet cnv (WFC.PL) | 0.5 | $1.6M | 1.3k | 1212.33 | |
Linkedin Corp | 0.5 | $1.6M | 7.0k | 229.71 | |
Philip Morris International (PM) | 0.5 | $1.6M | 19k | 81.46 | |
Icon 2 1/2 06/01/16 | 0.5 | $1.6M | 1.3k | 1182.16 | |
American Homes 4 Rent-a reit (AMH) | 0.5 | $1.6M | 92k | 17.03 | |
Spectra Energy | 0.4 | $1.5M | 42k | 36.30 | |
Dominion Res D Ser A Units 6.375% 01-jul-2017 convprf | 0.4 | $1.5M | 29k | 51.99 | |
National-Oilwell Var | 0.4 | $1.5M | 22k | 65.54 | |
Pepsi (PEP) | 0.4 | $1.5M | 16k | 94.54 | |
Helix Energy Solutions note | 0.4 | $1.5M | 1.3k | 1105.78 | |
Rti Intl Metals Inc note 1.625%10/1 | 0.4 | $1.4M | 1.5k | 973.10 | |
Oracle Corporation (ORCL) | 0.4 | $1.4M | 31k | 44.96 | |
Insulet Corporation (PODD) | 0.4 | $1.4M | 31k | 46.07 | |
Spirit Airlines (SAVE) | 0.4 | $1.4M | 18k | 75.59 | |
Palo Alto Networks (PANW) | 0.4 | $1.4M | 11k | 122.55 | |
Northstar Rlty Fin | 0.4 | $1.4M | 80k | 17.58 | |
LKQ Corporation (LKQ) | 0.4 | $1.4M | 48k | 28.12 | |
Northrop Grumman Corporation (NOC) | 0.4 | $1.3M | 9.2k | 147.38 | |
Gilead Sciences (GILD) | 0.4 | $1.4M | 14k | 94.28 | |
Colony Financial | 0.4 | $1.4M | 57k | 23.81 | |
Medical Properties Trust (MPW) | 0.4 | $1.3M | 97k | 13.78 | |
Perrigo Company (PRGO) | 0.4 | $1.3M | 7.6k | 167.21 | |
Hersha Hospitality Trust | 0.4 | $1.3M | 179k | 7.03 | |
Verizon Communications (VZ) | 0.3 | $1.2M | 26k | 46.79 | |
Umpqua Holdings Corporation | 0.3 | $1.2M | 72k | 17.01 | |
Whitewave Foods | 0.3 | $1.2M | 35k | 34.99 | |
General Electric Company | 0.3 | $1.2M | 47k | 25.27 | |
Nvidia Corp note 1.000 12/0 | 0.3 | $1.2M | 1.0k | 1149.31 | |
Anadarko Petroleum Corporation | 0.3 | $1.2M | 14k | 82.52 | |
Target Corporation (TGT) | 0.3 | $1.2M | 15k | 75.89 | |
iShares S&P 500 Index (IVV) | 0.3 | $1.1M | 5.5k | 206.87 | |
Williams Companies (WMB) | 0.3 | $1.1M | 25k | 44.96 | |
D.R. Horton (DHI) | 0.3 | $1.1M | 44k | 25.29 | |
Pvh Corporation (PVH) | 0.3 | $1.1M | 8.8k | 128.18 | |
Servicenow (NOW) | 0.3 | $1.1M | 16k | 67.88 | |
Crown Castle Intl Corp New cnv pfd stk sr a | 0.3 | $1.1M | 11k | 102.98 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 0.3 | $1.1M | 12k | 89.63 | |
Toll Bros Finance Corp. convertible bond | 0.3 | $1.1M | 1.0k | 1025.89 | |
Tyson Foods Inc cnv p | 0.3 | $1.1M | 22k | 50.35 | |
Lamar Advertising Co-a (LAMR) | 0.3 | $1.1M | 20k | 53.65 | |
Cepheid | 0.3 | $1.1M | 19k | 54.16 | |
Oneok (OKE) | 0.3 | $1.0M | 21k | 49.80 | |
Twenty-first Century Fox | 0.3 | $1.0M | 27k | 38.40 | |
Intel Corporation (INTC) | 0.3 | $1.0M | 28k | 36.28 | |
Williams-Sonoma (WSM) | 0.3 | $1.0M | 14k | 75.68 | |
WESCO International (WCC) | 0.3 | $997k | 13k | 76.19 | |
Mgic Investment Corp note | 0.3 | $1.0M | 681.00 | 1469.90 | |
PacWest Ban | 0.3 | $992k | 22k | 45.47 | |
Texas Instruments Incorporated (TXN) | 0.3 | $953k | 18k | 53.47 | |
Senior Housing Properties Trust | 0.3 | $944k | 43k | 22.11 | |
salesforce (CRM) | 0.3 | $904k | 15k | 59.32 | |
Covance | 0.3 | $905k | 8.7k | 103.78 | |
Rockwell Automation (ROK) | 0.3 | $894k | 8.0k | 111.19 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.3 | $905k | 9.7k | 93.26 | |
Fortune Brands (FBIN) | 0.3 | $915k | 20k | 45.29 | |
Realogy Hldgs (HOUS) | 0.3 | $920k | 21k | 44.49 | |
Las Vegas Sands (LVS) | 0.2 | $883k | 15k | 58.18 | |
Hospitality Properties Trust | 0.2 | $888k | 29k | 31.00 | |
Omni (OMC) | 0.2 | $869k | 11k | 77.45 | |
Bankunited (BKU) | 0.2 | $888k | 31k | 28.98 | |
Starwood Waypoint Residential Trust | 0.2 | $867k | 33k | 26.38 | |
Cameron International Corporation | 0.2 | $827k | 17k | 49.93 | |
Al Us conv | 0.2 | $845k | 618.00 | 1367.31 | |
Biomarin Pharmaceutical Inc note 0.750%10/1 | 0.2 | $837k | 709.00 | 1180.54 | |
Continental Resources | 0.2 | $813k | 21k | 38.37 | |
Team Health Holdings | 0.2 | $802k | 14k | 57.55 | |
iShares Russell 3000 Growth Index (IUSG) | 0.2 | $785k | 10k | 78.32 | |
U.S. Bancorp (USB) | 0.2 | $776k | 17k | 44.98 | |
Polaris Industries (PII) | 0.2 | $760k | 5.0k | 151.15 | |
Biogen Idec (BIIB) | 0.2 | $759k | 2.2k | 339.45 | |
Lions Gate Entertainment | 0.2 | $768k | 24k | 32.03 | |
Berkshire Hathaway (BRK.B) | 0.2 | $745k | 5.0k | 150.20 | |
Whirlpool Corporation (WHR) | 0.2 | $735k | 3.8k | 193.68 | |
United Technologies Corporation | 0.2 | $733k | 6.4k | 115.02 | |
Biomarin Pharmaceutical Inc note 1.500%10/1 | 0.2 | $692k | 567.00 | 1220.46 | |
Eastman Chemical Company (EMN) | 0.2 | $658k | 8.7k | 75.91 | |
iShares Russell 3000 Index (IWV) | 0.2 | $670k | 5.5k | 122.26 | |
SolarWinds | 0.2 | $626k | 13k | 49.86 | |
PAREXEL International Corporation | 0.2 | $596k | 11k | 55.52 | |
International Business Machines (IBM) | 0.2 | $580k | 3.6k | 160.44 | |
Taiwan Semiconductor Mfg (TSM) | 0.2 | $566k | 25k | 22.37 | |
Charles River Laboratories (CRL) | 0.2 | $562k | 8.8k | 63.65 | |
Laboratory Corp. of America Holdings | 0.2 | $559k | 5.2k | 107.92 | |
Align Technology (ALGN) | 0.2 | $567k | 10k | 55.94 | |
Columbia Banking System (COLB) | 0.2 | $566k | 21k | 27.59 | |
Delphi Automotive | 0.2 | $546k | 7.5k | 72.70 | |
Proto Labs (PRLB) | 0.2 | $549k | 8.2k | 67.11 | |
CBS Corporation | 0.1 | $503k | 9.1k | 55.37 | |
WisdomTree Investments (WT) | 0.1 | $495k | 32k | 15.69 | |
Jacobs Engineering | 0.1 | $456k | 10k | 44.70 | |
Sinclair Broadcast | 0.1 | $450k | 17k | 27.34 | |
Antero Res (AR) | 0.1 | $441k | 11k | 40.56 | |
At&t (T) | 0.1 | $418k | 12k | 33.61 | |
iShares Dow Jones Select Dividend (DVY) | 0.1 | $403k | 5.1k | 79.49 | |
Abbvie (ABBV) | 0.1 | $412k | 6.3k | 65.40 | |
Affiliated Managers (AMG) | 0.1 | $394k | 1.9k | 212.28 | |
Bristol Myers Squibb (BMY) | 0.1 | $372k | 6.3k | 59.09 | |
Invensense | 0.1 | $371k | 23k | 16.27 | |
United Rentals (URI) | 0.1 | $352k | 3.5k | 101.88 | |
SanDisk Corporation | 0.1 | $344k | 3.5k | 97.87 | |
Nxp Semiconductors N V (NXPI) | 0.1 | $364k | 4.8k | 76.39 | |
Hollysys Automation Technolo (HOLI) | 0.1 | $312k | 13k | 24.43 | |
Rydex S&P 500 Pure Growth ETF | 0.1 | $326k | 4.1k | 79.45 | |
Vantiv Inc Cl A | 0.1 | $306k | 9.0k | 33.92 | |
Morgan Stanley (MS) | 0.1 | $271k | 7.0k | 38.83 | |
iShares Lehman Aggregate Bond (AGG) | 0.1 | $271k | 2.5k | 110.12 | |
Stanley Black & Decker Inc unit 99/99/9999 | 0.1 | $281k | 2.0k | 138.08 | |
Interxion Holding | 0.1 | $291k | 11k | 27.36 | |
Hologic Inc cnv | 0.1 | $290k | 261.00 | 1111.11 | |
Lam Research Corp note 0.500% 5/1 | 0.1 | $263k | 200.00 | 1315.00 | |
Ares Capital Corporation convertible cor | 0.1 | $262k | 253.00 | 1035.57 | |
BE Aerospace | 0.1 | $239k | 4.1k | 58.08 | |
Kroger (KR) | 0.1 | $253k | 3.9k | 64.13 | |
iShares Russell 1000 Value Index (IWD) | 0.1 | $259k | 2.5k | 104.35 | |
DigitalGlobe | 0.1 | $255k | 8.2k | 30.98 | |
National Bank Hldgsk (NBHC) | 0.1 | $243k | 13k | 19.43 | |
Micron Technology Inc note 1.625% 2/1 | 0.1 | $251k | 78.00 | 3217.95 | |
Molina Healthcare Inc. conv | 0.1 | $256k | 185.00 | 1383.78 | |
Verint Sys Inc note 1.5% 6/1 | 0.1 | $236k | 212.00 | 1113.21 | |
Packaging Corporation of America (PKG) | 0.1 | $222k | 2.8k | 78.03 | |
Manpower (MAN) | 0.1 | $216k | 3.2k | 68.25 | |
AutoZone (AZO) | 0.1 | $207k | 335.00 | 617.91 | |
iShares Russell 1000 Growth Index (IWF) | 0.1 | $214k | 2.2k | 95.75 | |
Mellanox Technologies | 0.1 | $224k | 5.3k | 42.67 | |
Guidewire Software (GWRE) | 0.1 | $210k | 4.1k | 50.72 | |
Synchronoss Technologies conv | 0.1 | $218k | 206.00 | 1058.25 | |
MGIC Investment (MTG) | 0.1 | $179k | 19k | 9.30 | |
ON Semiconductor (ON) | 0.1 | $186k | 18k | 10.13 |