Jacqueline Sinker

@Calamos Wealth Management Llc

Latest period2024 - Q3

Reported2mo 7d ago

Managed Assets$1.952B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
6533⤦Nextera Energy Inc Recent Activity Exited	0%	$547,834 13,204 shares@ $41.5 avg price	Exited
PPGPpg Inds Inc Recent Activity Exited	0%	$407,632 3,238 shares@ $125.9 avg price	Exited
4063⤦Halozyme Therapeutics Inc Recent Activity Exited	0%	$406,121 365,000 shares@ $1.12 avg price	Exited
DTEDte Energy Co Recent Activity Exited	0%	$369,441 3,328 shares@ $111.01 avg price	Exited
SCHMSchwab Strategic Tr Recent Activity Exited	0%	$298,322 3,833 shares@ $77.83 avg price	Exited
ALCAlcon Ag Recent Activity Exited	0%	$280,602 3,150 shares@ $89.08 avg price	Exited
VFHVanguard World Fd Recent Activity Exited	0%	$266,180 2,665 shares@ $99.88 avg price	Exited
6792⤦Okta Inc Recent Activity Exited	0%	$246,783 261,000 shares@ $0.95 avg price	Exited
RDDTReddit Inc Recent Activity Exited	0%	$246,600↓ Put 5,000 shares@ $49.32 avg price	Exited
PANWPalo Alto Networks Inc Recent Activity Exited	0%	$237,307 700 shares@ $339.01 avg price	Exited