ENVESTNET ASSET MANAGEMENT INC

CIK
0001407543
City
CHICAGO
State / Country
IL

Top Portfolio Positions

2,080 positions · $111,259,745,178 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
MSFT
Microsoft Corp
Technology
10,429,019 $5,043,682,168 4.53%
NVDA
Nvidia Corp
Technology
20,740,532 $3,868,109,218 3.48%
AAPL
Apple Inc.
Technology
11,675,095 $3,173,991,326 2.85%
AMZN
Amazon Com Inc
Consumer Cyclical
12,098,043 $2,792,470,285 2.51%
AVGO
Broadcom Inc.
Technology
6,430,562 $2,225,617,508 2.00%
JPM
Jpmorgan Chase & Co
Financial Services
6,778,558 $2,184,186,958 1.96%
GOOGL
Alphabet Inc.
Communication Services
6,693,651 $2,095,112,763 1.88%
META
Meta Platforms, Inc.
Communication Services
2,832,482 $1,869,693,043 1.68%
QQQ
Invesco Qqq Trust, Series 1
2,945,721 $1,809,585,867 1.63%
SPY
Spdr S&P 500 Etf Trust
2,472,999 $1,686,387,478 1.52%

Portfolio Trend

51 quarters · across all stocks

Holdings in ERIC

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Shares Held

Position Value (USD)

24 of 24 shown
Report Date Value (USD) Shares
2025-12-31 $9,178,529 951,143
2025-09-30 $8,912,148 1,077,648
2025-06-30 $10,812,390 1,275,046
2025-03-31 $7,913,756 1,019,814
2024-12-31 $9,489,529 1,177,361
2024-09-30 $3,014,732 397,722
2024-06-30 $2,524,171 409,104
2024-03-31 $2,809,334 509,861
2023-12-31 $1,552,880 246,489
2023-09-30 $1,358,739 279,576
2023-06-30 $3,005,326 551,436
2023-03-31 $6,578,020 1,124,448
2022-12-31 $4,041,618 692,058
2022-09-30 $4,000,860 697,014
2022-06-30 $3,438,032 464,599
2022-03-31 $8,395,994 918,599
2021-12-31 $8,125,151 747,484
2021-09-30 $8,593,860 767,309
2021-06-30 $11,945,313 949,548
2021-03-31 $11,886,287 901,159
2020-12-31 $6,411,784 536,551
2020-09-30 $6,964,960 639,574
2020-06-30 $6,916,140 743,671
2020-03-31 $6,349,808 784,896