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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
VZVerizon Communications Inc
Recent Activity
New Position
0.02%
$210,179
4,680 shares@ $44.92 avg price
0079⤦Advanced Energy Inds
Recent Activity
New Position
0.02%
$205,256
194,000 shares@ $1.06 avg price
IJJIshares Tr
Recent Activity
New Position
0.02%
$202,984
1,642 shares@ $123.62 avg price
IGMIshares Tr
Recent Activity
New Position
0.02%
$201,474
2,100 shares@ $95.94 avg price