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 ETR

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $221,419,986 1,970,630
2025-12-31 $165,362,168 1,789,053
2025-09-30 $177,473,179 1,904,423
2025-06-30 $152,939,885 1,839,989
2025-03-31 $182,064,376 2,129,657
2024-12-31 $155,734,886 2,054,008
2024-09-30 $69,177,835 1,051,255
2024-06-30 $51,786,555 967,973
2024-03-31 $44,063,487 833,904
2023-12-31 $43,054,877 850,971
2023-09-30 $26,256,448 567,707
2023-06-30 $17,630,104 362,126
2023-03-31 $21,025,891 390,308
2022-12-31 $5,579,775 99,196
2022-09-30 $4,568,752 90,803
2022-06-30 $4,377,077 77,718
2022-03-31 $4,332,826 74,224
2021-12-31 $3,962,745 70,355
2021-09-30 $5,913,562 119,093
2021-06-30 $7,444,947 149,347
2021-03-31 $7,126,030 143,280
2020-12-31 $5,487,955 109,935
2020-09-30 $2,792,241 56,678
2020-06-30 $2,599,475 55,420
2020-03-31 $2,590,611 55,137