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 CCAP

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Shares Held

Position Value (USD)

19 of 19 shown
Report Date Value (USD) Shares
2026-03-31 $208,153 17,132
2025-12-31 $240,704 17,132
2025-09-30 $255,824 17,940
2025-06-30 $256,916 18,221
2025-03-31 $314,836 18,390
2024-12-31 $345,056 17,953
2024-09-30 $333,703 18,038
2024-06-30 $338,509 18,025
2024-03-31 $323,366 18,735
2023-12-31 $288,473 16,598
2023-09-30 $283,825 16,598
2023-06-30 $251,293 16,598
2023-03-31 $226,064 16,598
2022-12-31 $212,122 16,598
2022-09-30 $249,301 16,598
2022-06-30 $162,951 10,513
2022-03-31 $187,131 10,513
2021-12-31 $185,028 10,513
2021-09-30 $201,113 10,513