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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
SHYIshares Tr
Recent Activity
New Position
0.06%
$990,150
11,908 shares@ $83.15 avg price
SHOPShopify Inc
Recent Activity
New Position
0.06%
$981,875
12,252 shares@ $80.14 avg price
6533⤦Nextera Energy Inc
Recent Activity
New Position
0.05%
$905,942
16,338 shares@ $55.45 avg price
CPSJCalamos Etf Tr
Recent Activity
New Position
0.05%
$846,759
34,254 shares@ $24.73 avg price
NVSNovartis Ag
Recent Activity
New Position
0.05%
$831,365
7,228 shares@ $115.03 avg price
TMETencent Music Entmt Group
Recent Activity
New Position
0.05%
$806,808
66,955 shares@ $12.06 avg price
8118⤦Seagate Hdd Cayman
Recent Activity
New Position
0.05%
$803,557
559,000 shares@ $1.44 avg price
5502⤦Lumentum Hldgs Inc
Recent Activity
New Position
0.05%
$783,558
676,000 shares@ $1.16 avg price
VTIVanguard Index Fds
Recent Activity
New Position
0.04%
$754,055
2,663 shares@ $283.16 avg price
CPNSCalamos Etf Tr
Recent Activity
New Position
0.04%
$703,924
28,112 shares@ $25.04 avg price