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 REGN

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $84,335,201 109,152
2025-12-31 $68,674,817 88,972
2025-09-30 $57,104,703 101,561
2025-06-30 $54,296,550 103,422
2025-03-31 $74,031,765 116,727
2024-12-31 $64,920,331 91,138
2024-09-30 $85,232,436 81,078
2024-06-30 $79,302,315 75,452
2024-03-31 $64,720,715 67,243
2023-12-31 $55,756,484 63,483
2023-09-30 $47,475,739 57,689
2023-06-30 $45,140,119 62,822
2023-03-31 $1,574,955,692 1,916,774
2022-12-31 $49,054,105 67,990
2022-09-30 $53,829,679 78,142
2022-06-30 $44,173,371 74,727
2022-03-31 $55,685,026 79,730
2021-12-31 $55,840,892 88,423
2021-09-30 $40,946,478 67,660
2021-06-30 $36,166,582 64,752
2021-03-31 $30,641,492 64,762
2020-12-31 $29,675,997 61,427
2020-09-30 $34,699,642 61,988
2020-06-30 $38,800,384 62,215
2020-03-31 $27,313,477 55,937