ENVESTNET ASSET MANAGEMENT INC

CIK
1407543
City
Berwyn
State / Country
PA

Top Portfolio Positions

2,492 positions · $124,037,348,063 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
MSFT
Microsoft Corp
Technology
11,645,986 $4,310,994,637 3.48%
NVDA
Nvidia Corp
Technology
23,044,839 $4,019,019,921 3.24%
AAPL
Apple Inc.
Technology
13,323,726 $3,381,428,421 2.73%
AMZN
Amazon Com Inc
Consumer Cyclical
13,100,276 $2,728,394,482 2.20%
AVGO
Broadcom Inc.
Technology
7,398,279 $2,289,841,333 1.85%
JPM
Jpmorgan Chase & Co
Financial Services
7,190,378 $2,115,121,592 1.71%
GOOGL
Alphabet Inc.
Communication Services
7,317,233 $2,104,143,521 1.70%
META
Meta Platforms, Inc.
Communication Services
3,172,380 $1,815,013,769 1.46%
QQQ
Invesco Qqq Trust, Series 1
3,008,527 $1,736,461,613 1.40%
SPY
Spdr S&P 500 ETF Trust
2,584,704 $1,680,936,399 1.36%

Portfolio Trend

52 quarters · across all stocks

Holdings in AEE

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $20,937,341 190,478
2025-12-31 $16,556,388 165,796
2025-09-30 $7,434,047 71,221
2025-06-30 $10,868,078 113,162
2025-03-31 $10,135,279 100,949
2024-12-31 $8,410,448 94,351
2024-09-30 $7,895,101 90,271
2024-06-30 $5,856,619 82,360
2024-03-31 $6,314,482 85,377
2023-12-31 $8,107,577 112,076
2023-09-30 $8,013,844 107,094
2023-06-30 $14,796,888 181,179
2023-03-31 $14,372,790 166,371
2022-12-31 $13,557,988 152,474
2022-09-30 $11,462,587 142,304
2022-06-30 $13,736,707 152,022
2022-03-31 $13,951,863 148,804
2021-12-31 $13,983,916 157,105
2021-09-30 $12,004,767 148,207
2021-06-30 $20,053,141 250,539
2021-03-31 $20,289,963 249,385
2020-12-31 $18,809,337 240,960
2020-09-30 $15,598,767 197,253
2020-06-30 $14,857,358 211,162
2020-03-31 $15,143,032 207,923