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 MTH

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $16,543,869 267,527
2025-12-31 $18,184,948 276,367
2025-09-30 $22,477,274 310,331
2025-06-30 $20,741,077 309,707
2025-03-31 $20,998,200 296,250
2024-12-31 $11,107,034 144,416
2024-09-30 $14,358,796 140,038
2024-06-30 $10,979,742 135,678
2024-03-31 $11,454,204 130,562
2023-12-31 $10,544,238 121,059
2023-09-30 $7,260,052 118,638
2023-06-30 $5,889,195 82,789
2023-03-31 $33,898,347 580,650
2022-12-31 $2,720,914 59,022
2022-09-30 $2,109,891 60,051
2022-06-30 $2,098,440 57,888
2022-03-31 $2,095,237 52,890
2021-12-31 $2,980,461 48,836
2021-09-30 $2,198,796 45,336
2021-06-30 $1,939,553 41,232
2021-03-31 $1,681,492 36,586
2020-12-31 $1,276,960 30,837
2020-09-30 $1,582,219 28,666
2020-06-30 $1,016,772 26,715
2020-03-31 $445,878 24,425