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 COR

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Shares Held

Position Value (USD)

23 of 23 shown
Report Date Value (USD) Shares
2026-03-31 $157,966,555 502,854
2025-12-31 $161,282,380 477,520
2025-09-30 $164,128,879 525,162
2025-06-30 $163,149,284 544,103
2025-03-31 $166,677,969 599,367
2024-12-31 $132,352,696 589,072
2024-09-30 $131,790,192 585,526
2024-06-30 $126,269,385 560,450
2024-03-31 $130,659,367 537,715
2023-12-31 $103,582,170 504,344
2023-09-30 $96,794,344 537,836
2023-06-30 $102,942,160 534,959
2023-03-31 $401,775,230 2,509,370
2022-12-31 $162,277,648 979,287
2022-09-30 $128,784,087 951,630
2022-06-30 $130,651,545 923,463
2022-03-31 $138,899,102 897,803
2021-09-30 $51,418,685 430,462
2021-06-30 $49,409,876 431,565
2021-03-31 $48,530,430 411,031
2020-12-31 $27,283,056 279,082
2020-06-30 $31,405,272 311,653
2020-03-31 $26,085,729 294,754