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 PHK

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $4,290,968 926,775
2025-12-31 $4,315,009 887,862
2025-09-30 $4,452,676 892,320
2025-06-30 $4,260,825 887,672
2025-03-31 $4,292,109 877,732
2024-12-31 $3,786,581 779,132
2024-09-30 $3,884,355 776,871
2024-06-30 $3,434,871 712,629
2024-03-31 $3,257,934 659,501
2023-12-31 $2,873,800 575,912
2023-09-30 $2,246,129 508,174
2023-06-30 $2,217,655 443,531
2023-03-31 $2,144,763 449,636
2022-12-31 $2,131,233 450,578
2022-09-30 $1,501,354 322,872
2022-06-30 $1,582,061 306,008
2022-03-31 $1,695,695 293,373
2021-12-31 $1,726,723 280,768
2021-09-30 $1,582,823 252,042
2021-06-30 $1,645,895 240,628
2021-03-31 $1,945,608 288,666
2020-12-31 $1,661,771 274,673
2020-09-30 $574,596 105,045
2020-06-30 $491,018 91,608
2020-03-31 $423,727 86,475