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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
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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -2.74%
1.63%
$31.627M
55,240 shares@ $572.54 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
LLYEli Lilly & Co
Recent Activity
Decreased -11.98%
1.27%
$24.775M
27,965 shares@ $885.95 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -8.75%
1.2%
$23.395M
40,014 shares@ $584.69 avg price
VVisa Inc
Recent Activity
Increased 0.28%
1.09%
$21.173M
77,008 shares@ $274.96 avg price
WMTWalmart Inc
Recent Activity
Decreased -13.03%
1.05%
$20.417M
252,841 shares@ $80.75 avg price
NFLXNetflix Inc
Recent Activity
Decreased -8.77%
1%
$19.477M
27,461 shares@ $709.27 avg price