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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
VVisa Inc
Recent Activity
Increased 0.28%
1.09%
$21.173M
77,008 shares@ $274.96 avg price
ORCLOracle Corp
Recent Activity
Increased 6.02%
0.87%
$16.794M
98,556 shares@ $170.41 avg price
LINLinde Plc
Recent Activity
Increased 0.19%
0.86%
$16.657M
34,931 shares@ $476.87 avg price
MRKMerck & Co Inc
Recent Activity
Increased 14.81%
0.82%
$15.843M
139,512 shares@ $113.57 avg price
SHWSherwin Williams Co
Recent Activity
Increased 5%
0.77%
$14.973M
39,231 shares@ $381.68 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 695.99%
0.77%
$14.957M
127,596 shares@ $117.22 avg price
DASHDoordash Inc
Recent Activity
Increased 34.48%
0.71%
$13.667M
95,755 shares@ $142.73 avg price
ZTSZoetis Inc
Recent Activity
Increased 0.79%
0.7%
$13.572M
69,462 shares@ $195.39 avg price
TMUST-mobile Us Inc
Recent Activity
Increased 0.29%
0.7%
$13.537M
65,597 shares@ $206.37 avg price
PLDPrologis Inc.
Recent Activity
Increased 0.65%
0.69%
$13.303M
105,344 shares@ $126.28 avg price