How many stocks does ENVESTNET ASSET MANAGEMENT INC own?

As of Q2 2020, ENVESTNET ASSET MANAGEMENT INC holds 3,061 positions in their 13F portfolio.

What is ENVESTNET ASSET MANAGEMENT INC's largest holding?

IVV at 5.2% of portfolio, worth $5.4B.

What is ENVESTNET ASSET MANAGEMENT INC's total portfolio value?

$102.2B as of Q2 2020, tracked across 3,061 holdings.

Is ENVESTNET ASSET MANAGEMENT INC a hedge fund?

ENVESTNET ASSET MANAGEMENT INC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does ENVESTNET ASSET MANAGEMENT INC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has ENVESTNET ASSET MANAGEMENT INC's portfolio changed in Q2 2020?

View ENVESTNET ASSET MANAGEMENT INC's latest portfolio changes, new positions, and exits for Q2 2020 on HoldingsIntel.

What is ENVESTNET ASSET MANAGEMENT INC's investment strategy?

ENVESTNET ASSET MANAGEMENT INC is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

ENVESTNET ASSET MANAGEMENT INC

Institutional investor · Portfolio as of Q2 2020

Top Holdings3,061 positions

Checking export access…

Activity:

				Price Trend
IVV ETF iShares Core S&P 500 ETF	17.3M	$5.4B	5.2%	—	$235.34	+20.45%	7 qtrssince 2018-Q4	Decreased 0
VOO ETF VANGUARD S&P500 INDEX ETF	9.8M	$2.8B	2.7%	—	$213.64	+21.41%	7 qtrssince 2018-Q4	Increased 59
VEA ETF VANGUARD FTSE DEV MKT ETF	68.3M	$2.6B	2.6%	—	$30.02	+7.43%	7 qtrssince 2018-Q4	Decreased 0
GOVT ETF iShares US Treasury Bond ETF	82M	$2.3B	2.2%	—	$21.34	+12.19%	7 qtrssince 2018-Q4	Decreased 0
AGG ETF iShares Core U.S. Aggregate Bond ETF	18.9M	$2.2B	2.2%	—	$89.89	+9.50%	7 qtrssince 2018-Q4	Increased 64
VUG ETF VANGUARD INDEX FDS	10.5M	$2.1B	2.1%	—	$21.41	+51.94%	7 qtrssince 2018-Q4	Decreased 0
??Vanguard Short-Term Bond ETF Bond	23.5M	$2B	1.9%	—	—	—	—	Increased 53
IEFA ETF ISHARES CORE MSCI EAFE ETF	34M	$1.9B	1.9%	—	$45.21	+6.98%	7 qtrssince 2018-Q4	Decreased 0
LQD ETF iShares iBoxx $ Investment Grade Corporate Bond ET	14.1M	$1.9B	1.9%	—	$104.53	+2.21%	7 qtrssince 2018-Q4	Increased 81
BNDX ETF Vanguard Total International Bond ETF	31.9M	$1.8B	1.8%	—	$43.25	+8.66%	7 qtrssince 2018-Q4	Increased 51
VTV ETF Vanguard Value ETF	18.2M	$1.8B	1.8%	—	$81.69	+5.07%	7 qtrssince 2018-Q4	Increased 51
ESGU ETF iShares Trust iShares ESG Aware MSCI USA ETF	24.6M	$1.7B	1.7%	—	$59.38	+8.81%	7 qtrssince 2018-Q4	Increased 78
BND ETF Vanguard Total Bond Market ETF	14.9M	$1.3B	1.3%	—	$64.16	+13.95%	7 qtrssince 2018-Q4	Increased 51
SPY Unit SPDR S&P 500 ETF Trust	4M	$1.2B	1.2%	—	$231.01	+22.62%	7 qtrssince 2018-Q4	Decreased 0
EFG ETF ISHARES TR	14.6M	$1.2B	1.2%	—	$75.70	+0.54%	7 qtrssince 2018-Q4	Increased 81
VTI ETF VANGUARD TOTAL STOCK MARKET ETF	7.3M	$1.1B	1.1%	—	$119.07	+20.49%	7 qtrssince 2018-Q4	Increased 51
IGSB ETF iShares Short-Term Corporate Bond ETF	19.7M	$1.1B	1.1%	—	$44.30	+1.55%	7 qtrssince 2018-Q4	Increased 81
BIV ETF VANGUARD BD INDEX FDS	10.8M	$1B	1.0%	—	$64.86	+16.42%	7 qtrssince 2018-Q4	Increased 47
VWO ETF VANGUARD EMERGING MARKETS ETF	25.3M	$1B	1.0%	—	$30.92	+7.02%	7 qtrssince 2018-Q4	Decreased 0
IWF ETF iShares Russell 1000 Growth ETF	5M	$969.3M	0.9%	—	$32.27	+43.33%	7 qtrssince 2018-Q4	Decreased 0