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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
IVWIshares Tr
Recent Activity
Increased 2.51%
5.04%
$98.327M
1.027M shares@ $95.76 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 7.5%
4.86%
$94.849M
220,425 shares@ $430.3 avg price
IVEIshares Tr
Recent Activity
Increased 0.92%
4.82%
$94.016M
476,828 shares@ $197.17 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 2.15%
2.81%
$54.659M
293,343 shares@ $186.33 avg price
IWVIshares Tr
Recent Activity
Increased 0.58%
2.71%
$52.704M
161,307 shares@ $326.73 avg price
IJRIshares Tr
Recent Activity
Increased 3.98%
2.47%
$48.172M
411,869 shares@ $116.97 avg price
ACWXIshares Tr
Recent Activity
Increased 2.11%
2.37%
$46.257M
808,410 shares@ $57.23 avg price
VGLTVanguard Scottsdale Fds
Recent Activity
Increased 7.23%
1.94%
$37.676M
612,221 shares@ $61.54 avg price
AVGOBroadcom Inc
Recent Activity
Increased 854.86%
1.58%
$30.665M
153,675 shares@ $199.55 avg price
HDHome Depot Inc
Recent Activity
Increased 0.83%
1.31%
$25.529M
63,003 shares@ $405.21 avg price