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 POOL

Export CSV

Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $41,167,478 203,467
2025-12-31 $31,948,597 139,666
2025-09-30 $135,958,253 438,476
2025-06-30 $127,417,275 437,139
2025-03-31 $135,992,116 427,178
2024-12-31 $156,481,913 458,972
2024-09-30 $181,941,648 482,860
2024-06-30 $105,531,590 343,382
2024-03-31 $133,651,305 331,230
2023-12-31 $129,285,704 324,260
2023-09-30 $120,852,505 339,378
2023-06-30 $82,027,802 218,951
2023-03-31 $71,797,682 209,665
2022-12-31 $56,906,971 188,228
2022-09-30 $55,698,841 175,038
2022-06-30 $61,096,107 173,949
2022-03-31 $71,283,207 168,578
2021-12-31 $94,085,614 166,229
2021-09-30 $75,564,750 173,948
2021-06-30 $74,290,077 161,972
2021-03-31 $55,438,293 160,579
2020-12-31 $54,993,292 147,633
2020-09-30 $48,705,344 145,589
2020-06-30 $40,973,255 150,709
2020-03-31 $15,069,040 76,582