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 MSM

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $4,587,572 49,719
2025-12-31 $3,244,914 38,584
2025-09-30 $3,686,337 40,008
2025-06-30 $9,939,518 116,908
2025-03-31 $8,800,710 113,309
2024-12-31 $6,838,392 91,557
2024-09-30 $12,012,943 139,588
2024-06-30 $11,255,278 141,915
2024-03-31 $14,045,084 144,735
2023-12-31 $14,477,749 142,976
2023-09-30 $13,651,487 139,088
2023-06-30 $11,484,003 120,529
2023-03-31 $12,233,760 145,640
2022-12-31 $11,655,076 142,657
2022-09-30 $10,093,577 138,629
2022-06-30 $10,242,900 136,372
2022-03-31 $7,526,173 88,325
2021-12-31 $11,116,346 132,243
2021-09-30 $5,354,767 66,776
2021-06-30 $6,629,701 73,885
2021-03-31 $6,269,377 69,513
2020-12-31 $5,937,596 70,359
2020-09-30 $4,213,308 66,582
2020-06-30 $3,964,431 54,449
2020-03-31 $3,510,604 63,864