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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
8816⤦Tetra Tech Inc New
Recent Activity
New Position
0.04%
$631,452
481,000 shares@ $1.32 avg price
2644⤦Duke Energy Corp New
Recent Activity
New Position
0.04%
$595,422
562,000 shares@ $1.06 avg price
3434⤦Fluor Corp
Recent Activity
New Position
0.03%
$566,170
463,000 shares@ $1.23 avg price
BITOProshares Tr
Recent Activity
New Position
0.03%
$450,200↑ Call
20,000 shares@ $22.51 avg price
VSTVistra Corp
Recent Activity
New Position
0.03%
$396,279
3,343 shares@ $118.54 avg price
4063⤦Halozyme Therapeutics Inc
Recent Activity
New Position
0.02%
$384,295
383,000 shares@ $1.01 avg price
0970⤦Bofa Fin Llc
Recent Activity
New Position
0.02%
$352,815
318,000 shares@ $1.11 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
New Position
0.02%
$257,277
1,568 shares@ $164.08 avg price
VEAVanguard Tax-managed Fds
Recent Activity
New Position
0.02%
$249,263
4,720 shares@ $52.81 avg price
4282⤦Hewlett Packard Enterprise C
Recent Activity
New Position
0.02%
$232,298
3,839 shares@ $60.52 avg price