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 ERIC

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $11,023,006 978,084
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