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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
BIIBBiogen Inc
Recent Activity
Exited
0%
$235,065
1,014 shares@ $231.82 avg price
JBHTHunt J B Trans Svcs Inc
Recent Activity
Exited
0%
$223,680
1,398 shares@ $160.0 avg price
8522⤦Block Inc
Recent Activity
Exited
0%
$189,845
197,000 shares@ $0.97 avg price
0237⤦American Airlines Group Inc
Recent Activity
Exited
0%
$169,751
164,000 shares@ $1.04 avg price
0208⤦Alphatec Hldgs Inc
Recent Activity
Exited
0%
$161,477
167,000 shares@ $0.97 avg price
0906⤦Biomarin Pharmaceutical Inc
Recent Activity
Exited
0%
$135,301
136,000 shares@ $1.0 avg price