ENVESTNET ASSET MANAGEMENT INC

CIK
1407543
City
Berwyn
State / Country
PA

Top Portfolio Positions

2,498 positions · $124,055,126,593 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

52 quarters · across all stocks

Holdings in BMI

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $19,972,780 131,098
2025-12-31 $19,594,789 112,349
2025-09-30 $15,743,255 88,158
2025-06-30 $14,445,191 58,972
2025-03-31 $11,469,982 60,289
2024-12-31 $14,268,676 67,267
2024-09-30 $16,124,991 73,829
2024-06-30 $13,668,958 73,351
2024-03-31 $14,798,818 91,458
2023-12-31 $14,001,667 90,702
2023-09-30 $12,636,389 87,832
2023-06-30 $6,815,501 46,188
2023-03-31 $5,626,013 46,183
2022-12-31 $5,297,767 48,590
2022-09-30 $3,936,922 42,612
2022-06-30 $3,339,948 41,290
2022-03-31 $4,131,284 41,433
2021-12-31 $4,615,326 43,312
2021-09-30 $6,393,362 63,213
2021-06-30 $6,362,787 64,847
2021-03-31 $6,023,025 64,715
2020-12-31 $5,578,134 59,304
2020-09-30 $4,624,143 70,738
2020-06-30 $4,342,612 69,018
2020-03-31 $3,475,477 64,841