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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
NEENextera Energy Inc
Recent Activity
Increased 3.17%
0.32%
$6.213M
73,499 shares@ $84.54 avg price
SHVIshares Tr
Recent Activity
Increased 2.35%
0.28%
$5.459M
49,342 shares@ $110.64 avg price
AMATApplied Matls Inc
Recent Activity
Increased 6.31%
0.28%
$5.453M
26,990 shares@ $202.06 avg price
VOVanguard Index Fds
Recent Activity
Increased 2.84%
0.28%
$5.271M
19,978 shares@ $263.84 avg price
TSLATesla Inc
Recent Activity
Increased 4.09%
0.27%
$5.263M
20,117 shares@ $261.64 avg price
VEEVVeeva Sys Inc
Recent Activity
Increased 0.73%
0.26%
$4.899M
23,341 shares@ $209.88 avg price
EEMIshares Tr
Recent Activity
Increased 12.97%
0.24%
$4.537M
98,937 shares@ $45.87 avg price
SAPSap Se
Recent Activity
Increased 3.52%
0.24%
$4.53M
19,773 shares@ $229.1 avg price
VBVanguard Index Fds
Recent Activity
Increased 1.97%
0.22%
$4.195M
17,685 shares@ $237.22 avg price
ASMLAsml Holding N V
Recent Activity
Increased 3.52%
0.2%
$3.732M
4,479 shares@ $833.26 avg price