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 DBP

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $12,412,181 112,797
2025-12-31 $9,178,773 89,279
2025-09-30 $7,266,025 81,705
2025-06-30 $5,293,988 70,455
2025-03-31 $4,765,857 66,702
2024-12-31 $1,872,245 30,829
2024-09-30 $2,060,863 32,307
2024-06-30 $1,996,102 34,836
2024-03-31 $1,981,457 37,002
2023-12-31 $1,771,826 35,472
2023-09-30 $1,656,434 34,887
2023-06-30 $1,938,369 39,278
2023-03-31 $2,030,422 39,781
2022-12-31 $2,720,206 56,612
2022-09-30 $1,916,850 44,661
2022-06-30 $1,611,612 34,473
2022-03-31 $1,851,549 35,758
2021-12-31 $1,803,518 36,799
2021-09-30 $2,279,135 48,451
2021-06-30 $2,132,909 43,343
2021-03-31 $814,093 17,204
2020-12-31 $952,423 18,052
2020-09-30 $791,149 15,410
2020-06-30 $889,877 18,605
2020-03-31 $755,115 18,535