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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
MRVLMarvell Technology Inc
Recent Activity
Exited
0%
$9.335M
133,545 shares@ $69.91 avg price
OXYOccidental Pete Corp
Recent Activity
Exited
0%
$9.255M
146,827 shares@ $63.04 avg price
DXCMDexcom Inc
Recent Activity
Exited
0%
$7.52M
66,323 shares@ $113.39 avg price
ENVXEnovix Corporation
Recent Activity
Exited
0%
$3.004M
194,300 shares@ $15.46 avg price
STNStantec Inc
Recent Activity
Exited
0%
$2.421M
28,979 shares@ $83.55 avg price
EWYIshares Inc
Recent Activity
Exited
0%
$2.398M
36,281 shares@ $66.09 avg price
SCHXSchwab Strategic Tr
Recent Activity
Exited
0%
$2.216M
34,484 shares@ $64.25 avg price
INDAIshares Tr
Recent Activity
Exited
0%
$1.687M
30,250 shares@ $55.78 avg price
2521⤦Dexcom Inc
Recent Activity
Exited
0%
$983,876
982,000 shares@ $1.01 avg price
NVTNvent Electric Plc
Recent Activity
Exited
0%
$744,956
9,724 shares@ $76.62 avg price