ENVESTNET ASSET MANAGEMENT INC

CIK
0001407543
City
CHICAGO
State / Country
IL

Top Portfolio Positions

2,080 positions · $111,259,745,178 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
MSFT
Microsoft Corp
Technology
10,429,019 $5,043,682,168 4.53%
NVDA
Nvidia Corp
Technology
20,740,532 $3,868,109,218 3.48%
AAPL
Apple Inc.
Technology
11,675,095 $3,173,991,326 2.85%
AMZN
Amazon Com Inc
Consumer Cyclical
12,098,043 $2,792,470,285 2.51%
AVGO
Broadcom Inc.
Technology
6,430,562 $2,225,617,508 2.00%
JPM
Jpmorgan Chase & Co
Financial Services
6,778,558 $2,184,186,958 1.96%
GOOGL
Alphabet Inc.
Communication Services
6,693,651 $2,095,112,763 1.88%
META
Meta Platforms, Inc.
Communication Services
2,832,482 $1,869,693,043 1.68%
QQQ
Invesco Qqq Trust, Series 1
2,945,721 $1,809,585,867 1.63%
SPY
Spdr S&P 500 Etf Trust
2,472,999 $1,686,387,478 1.52%

Portfolio Trend

51 quarters · across all stocks

Holdings in NMZ

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Shares Held

Position Value (USD)

24 of 24 shown
Report Date Value (USD) Shares
2025-12-31 $838,616 82,298
2025-09-30 $726,272 68,581
2025-06-30 $842,925 81,285
2025-03-31 $2,666,840 244,440
2024-12-31 $2,618,700 242,248
2024-09-30 $2,487,556 213,341
2024-06-30 $2,325,137 215,490
2024-03-31 $2,292,111 217,056
2023-12-31 $2,151,419 217,755
2023-09-30 $1,822,202 196,358
2023-06-30 $1,981,705 187,484
2023-03-31 $1,942,812 179,890
2022-12-31 $1,017,652 98,419
2022-09-30 $1,279,325 124,448
2022-06-30 $1,302,338 111,311
2022-03-31 $1,218,542 93,662
2021-12-31 $1,387,002 91,733
2021-09-30 $306,314 20,753
2021-06-30 $518,042 33,661
2021-03-31 $405,814 28,123
2020-12-31 $328,444 22,777
2020-09-30 $274,791 20,370
2020-06-30 $332,519 25,210
2020-03-31 $247,543 19,883