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 IP

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $13,385,001 374,930
2025-12-31 $13,453,260 341,540
2025-09-30 $17,810,640 383,850
2025-06-30 $15,392,365 328,686
2025-03-31 $16,109,726 301,963
2024-12-31 $11,366,622 211,197
2024-09-30 $12,905,290 264,182
2024-06-30 $9,658,221 223,829
2024-03-31 $8,458,014 216,761
2023-12-31 $8,556,090 236,683
2023-09-30 $9,583,142 270,176
2023-06-30 $11,746,001 369,255
2023-03-31 $15,349,912 425,677
2022-12-31 $12,305,458 355,341
2022-09-30 $11,232,102 354,325
2022-06-30 $15,423,641 368,722
2022-03-31 $15,507,323 336,020
2021-12-31 $22,592,541 480,897
2021-09-30 $23,689,566 447,357
2021-06-30 $26,723,897 460,291
2021-03-31 $19,659,686 383,958
2020-12-31 $17,059,268 362,321
2020-09-30 $14,330,370 373,282
2020-06-30 $11,384,065 341,425
2020-03-31 $11,157,582 378,490