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 TLK

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $16,422,783 879,164
2025-12-31 $16,989,728 807,113
2025-09-30 $17,060,518 906,510
2025-06-30 $14,925,512 881,081
2025-03-31 $13,070,549 884,939
2024-12-31 $12,189,630 741,011
2024-09-30 $18,508,165 935,701
2024-06-30 $14,009,404 749,166
2024-03-31 $16,673,541 749,036
2023-12-31 $19,715,081 765,337
2023-09-30 $17,137,293 711,091
2023-06-30 $13,348,868 500,520
2023-03-31 $14,307,778 524,671
2022-12-31 $13,169,898 552,197
2022-09-30 $17,304,893 599,823
2022-06-30 $16,369,069 605,365
2022-03-31 $20,170,035 631,300
2021-12-31 $16,757,988 578,061
2021-09-30 $10,883,112 428,469
2021-06-30 $8,617,270 397,659
2021-03-31 $3,088,187 130,634
2020-12-31 $2,287,343 97,251
2020-09-30 $1,576,848 90,780
2020-06-30 $2,036,065 93,056
2020-03-31 $1,435,703 74,582