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Jacqueline Sinker

@Calamos Wealth Management Llc

Latest period2024 - Q3ReportedManaged Assets$1.952BTotal holdings312
Assets growth rate4.01%Assets growth rate (2-Q avg)4.67%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Calamos Wealth Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 312 positions.

Assets under management

The assets under management (AUM) of Calamos Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.952B in assets, with a quarterly growth rate of 4.01% and a 2-quarter average growth rate of 4.67%. The portfolio is managed by Jacqueline Sinker, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NXPINxp Semiconductors N V
Recent Activity
New Position
0.53%
$10.344M
43,098 shares@ $240.02 avg price
SNOWSnowflake Inc
Recent Activity
New Position
0.42%
$8.175M
71,176 shares@ $114.86 avg price
CPSTCalamos Etf Tr
Recent Activity
New Position
0.2%
$3.831M
152,807 shares@ $25.07 avg price
CPSACalamos Etf Tr
Recent Activity
New Position
0.17%
$3.303M
133,040 shares@ $24.83 avg price
LYGLloyds Banking Group Plc
Recent Activity
New Position
0.11%
$2.086M
668,738 shares@ $3.13 avg price
BABAAlibaba Group Hldg Ltd
Recent Activity
New Position
0.1%
$1.827M
17,218 shares@ $106.12 avg price
INFYInfosys Ltd
Recent Activity
New Position
0.1%
$1.789M
80,313 shares@ $22.28 avg price
ULUnilever Plc
Recent Activity
New Position
0.09%
$1.746M
26,872 shares@ $64.96 avg price
NUNu Hldgs Ltd
Recent Activity
New Position
0.09%
$1.73M
126,711 shares@ $13.65 avg price
CPRJCalamos Etf Tr
Recent Activity
New Position
0.07%
$1.264M
50,091 shares@ $25.25 avg price