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
CSXCsx Corp Recent Activity Increased 0.36%	0.68%	$13.147M 380,734 shares@ $34.53 avg price	Increased 0.36%
BSXBoston Scientific Corp Recent Activity Increased 18.39%	0.67%	$12.952M 154,560 shares@ $83.8 avg price	Increased 18.39%
TMOThermo Fisher Scientific Inc Recent Activity Increased 0.15%	0.65%	$12.597M 20,364 shares@ $618.58 avg price	Increased 0.15%
EFAIshares Tr Recent Activity Increased 19.31%	0.65%	$12.519M 149,694 shares@ $83.63 avg price	Increased 19.31%
SPGIS&p Global Inc Recent Activity Increased 0.41%	0.64%	$12.449M 24,097 shares@ $516.63 avg price	Increased 0.41%
WMWaste Mgmt Inc Del Recent Activity Increased 0.49%	0.63%	$12.289M 59,197 shares@ $207.61 avg price	Increased 0.49%
HESHess Corp Recent Activity Increased 111.18%	0.6%	$11.631M 85,644 shares@ $135.81 avg price	Increased 111.18%
CBChubb Limited Recent Activity Increased 2.31%	0.59%	$11.465M 39,756 shares@ $288.4 avg price	Increased 2.31%
CZRCaesars Entertainment Inc Ne Recent Activity Increased 0.78%	0.56%	$10.846M 259,843 shares@ $41.75 avg price	Increased 0.78%
ADBEAdobe Inc Recent Activity Increased 0.86%	0.54%	$10.465M 20,212 shares@ $517.78 avg price	Increased 0.86%