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 ITGR

Export CSV

Shares Held

Position Value (USD)

24 of 24 shown
Report Date Value (USD) Shares
2026-03-31 $17,086,080 194,160
2025-12-31 $15,829,056 201,824
2025-09-30 $24,223,755 234,431
2025-06-30 $29,449,101 239,482
2025-03-31 $28,170,167 238,710
2024-12-31 $32,151,472 242,616
2024-09-30 $33,245,030 255,731
2024-06-30 $30,085,715 259,830
2024-03-31 $30,090,488 257,889
2023-12-31 $25,572,448 258,099
2023-09-30 $19,992,120 254,904
2023-06-30 $14,992,191 169,193
2023-03-31 $12,349,005 159,342
2022-12-31 $9,561,876 139,671
2022-09-30 $7,906,197 127,048
2022-06-30 $8,507,746 120,404
2022-03-31 $8,470,162 105,128
2021-09-30 $7,363,492 82,421
2021-06-30 $6,422,744 68,182
2021-03-31 $5,828,272 63,282
2020-12-31 $4,034,655 49,694
2020-09-30 $2,781,377 47,134
2020-06-30 $3,648,555 49,946
2020-03-31 $910,967 14,492