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 CERT

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Shares Held

Position Value (USD)

19 of 19 shown
Report Date Value (USD) Shares
2026-03-31 $1,288,416 226,038
2025-12-31 $1,284,832 145,838
2025-09-30 $4,481,012 366,695
2025-06-30 $4,780,935 408,627
2025-03-31 $5,061,226 511,235
2024-12-31 $4,409,696 414,056
2024-09-30 $5,353,495 457,173
2024-06-30 $7,945,191 573,660
2024-03-31 $9,480,995 530,257
2023-12-31 $5,465,529 310,718
2023-09-30 $4,877,297 335,440
2023-06-30 $4,203,305 230,824
2023-03-31 $9,901,663 410,687
2022-12-31 $6,321,070 393,346
2022-09-30 $5,527,481 416,226
2022-06-30 $8,760,250 408,213
2022-03-31 $8,835,969 411,358
2021-12-31 $10,560,616 371,591
2021-09-30 $3,569,702 107,846