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 MS

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $510,229,372 3,100,379
2025-12-31 $498,722,956 2,809,232
2025-09-30 $464,318,503 2,920,977
2025-06-30 $429,405,653 3,048,457
2025-03-31 $343,789,622 2,946,684
2024-12-31 $311,870,083 2,480,672
2024-09-30 $263,406,557 2,526,924
2024-06-30 $244,184,237 2,512,442
2024-03-31 $227,204,501 2,412,962
2023-12-31 $179,350,242 1,923,327
2023-09-30 $150,441,040 1,842,060
2023-06-30 $123,971,251 1,451,654
2023-03-31 $126,126,982 1,436,526
2022-12-31 $116,082,312 1,365,353
2022-09-30 $106,688,072 1,350,311
2022-06-30 $103,275,484 1,357,816
2022-03-31 $171,537,969 1,962,677
2021-12-31 $191,244,833 1,948,297
2021-09-30 $183,130,219 1,881,926
2021-06-30 $120,773,792 1,317,197
2021-03-31 $107,075,977 1,378,779
2020-12-31 $97,477,003 1,422,399
2020-09-30 $69,661,616 1,440,778
2020-06-30 $69,446,947 1,437,825
2020-03-31 $35,576,716 1,046,374