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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
BACBank America Corp
Recent Activity
Increased 714.45%
0.51%
$9.873M
248,805 shares@ $39.68 avg price
EMREmerson Elec Co
Recent Activity
Increased 5.14%
0.5%
$9.74M
89,052 shares@ $109.38 avg price
DEDeere & Co
Recent Activity
Increased 1.75%
0.49%
$9.4M
22,525 shares@ $417.34 avg price
PINSPinterest Inc
Recent Activity
Increased 28.95%
0.48%
$9.297M
287,211 shares@ $32.37 avg price
GOOGAlphabet Inc
Recent Activity
Increased 12.9%
0.48%
$9.242M
55,277 shares@ $167.2 avg price
BABoeing Co
Recent Activity
Increased 9.93%
0.48%
$9.234M
60,731 shares@ $152.04 avg price
MMCMarsh & Mclennan Cos Inc
Recent Activity
Increased 0.5%
0.45%
$8.763M
39,281 shares@ $223.1 avg price
IQVIqvia Hldgs Inc
Recent Activity
Increased 2.05%
0.44%
$8.533M
36,009 shares@ $236.98 avg price
MSMorgan Stanley
Recent Activity
Increased 0.61%
0.44%
$8.527M
81,801 shares@ $104.25 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 13.73%
0.34%
$6.444M
7,269 shares@ $886.58 avg price