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Jacqueline Sinker

Calamos Wealth Management Llc

Assets Managed
$2.907B
Holdings
540
Last Quarter
2026 - Q1
Filed Date
7d ago
Growth Rate
0.16%(2Q avg: 2.37%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Calamos Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 540 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 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.907B in assets, with a quarterly growth rate of 0.16% and a 2-quarter average growth rate of 2.37%. The portfolio is managed by Jacqueline Sinker, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 3.15%
7.16%
$208.045M
819,696 shares@ $253.81 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 1.71%
5.86%
$170.286M
976,409 shares@ $174.41 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.36%
5.82%
$169.136M
258,931 shares@ $653.21 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 1.23%
4.39%
$127.427M
1.127M shares@ $113.12 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Increased 1.88%
4.34%
$125.92M
596,353 shares@ $211.16 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 6.47%
3.73%
$108.197M
292,289 shares@ $370.17 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -5.02%
3.53%
$102.496M
356,434 shares@ $287.57 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -0.24%
2.75%
$79.721M
382,671 shares@ $208.33 avg price
ACWX
Ishares Msci Acwi Ex Us Etf
Recent Activity
Increased 5.43%
2.44%
$70.77M
1.034M shares@ $68.47 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -4.68%
2.09%
$60.485M
195,326 shares@ $309.66 avg price

1-10 of 540