How many stocks does ENVESTNET ASSET MANAGEMENT INC own?

As of Q3 2020, ENVESTNET ASSET MANAGEMENT INC holds 3,094 positions in their 13F portfolio.

What is ENVESTNET ASSET MANAGEMENT INC's largest holding?

IVV at 5.8% of portfolio, worth $6.5B.

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

$112.9B as of Q3 2020, tracked across 3,094 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 Q3 2020?

View ENVESTNET ASSET MANAGEMENT INC's latest portfolio changes, new positions, and exits for Q3 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 Q3 2020

Top Holdings3,094 positions

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Activity:

				Price Trend
IVV ETF iShares Trust CORE S&P500 ETF	19.4M	$6.5B	5.8%	—	$243.38	+26.96%	8 qtrssince 2018-Q4	Increased 70
VOO ETF Vanguard Index Funds S&P 500 ETF SHS	10.4M	$3.2B	2.8%	—	$217.43	+30.04%	8 qtrssince 2018-Q4	Increased 58
VEA ETF VANGUARD FTSE DEVELOPED MARKETS ETF	70M	$2.9B	2.5%	—	$30.12	+13.50%	8 qtrssince 2018-Q4	Increased 56
GOVT ETF ISHARES U.S. TREASURY BOND ETF	92.7M	$2.6B	2.3%	—	$21.65	+10.77%	8 qtrssince 2018-Q4	Increased 62
AGG ETF ISHARES TR	20.5M	$2.4B	2.1%	—	$90.61	+9.06%	8 qtrssince 2018-Q4	Increased 60
IEFA ETF ISHARES CORE MSCI EAFE ETF	36.9M	$2.2B	2.0%	—	$45.65	+11.79%	8 qtrssince 2018-Q4	Increased 55
VUG ETF Vanguard Index Funds MORNINGSTAR GROWTH ETF	9.7M	$2.2B	2.0%	—	$21.41	+71.44%	8 qtrssince 2018-Q4	Decreased 0
LQD ETF ISHARES TR	15.7M	$2.1B	1.9%	—	$104.85	+2.73%	8 qtrssince 2018-Q4	Increased 56
ESGU ETF ISHARES ESG AWARE MSCI USA ETF	27.4M	$2.1B	1.8%	—	$60.52	+16.69%	8 qtrssince 2018-Q4	Increased 56
??VANGUARD SHORT-TERM BOND ETF Bond	23.8M	$2B	1.8%	—	—	—	—	Increased 51
BNDX ETF VANGUARD CHARLOTTE FDS	33.4M	$1.9B	1.7%	—	$43.44	+9.32%	8 qtrssince 2018-Q4	Increased 53
VTV ETF VANGUARD INDEX FDS	18.2M	$1.9B	1.7%	—	$81.69	+11.02%	8 qtrssince 2018-Q4	Increased 50
QQQ Unit Invesco QQQ Trust, Series 1 UNIT SER 1	5.2M	$1.5B	1.3%	—	$216.86	+23.26%	8 qtrssince 2018-Q4	Increased 76
EFG ETF ISHARES MSCI EAFE GROWTH ETF	16.1M	$1.4B	1.3%	—	$76.35	+8.35%	8 qtrssince 2018-Q4	Increased 55
BND ETF VANGUARD TOTAL BOND MARKET ETF	15.3M	$1.4B	1.2%	—	$64.44	+13.91%	8 qtrssince 2018-Q4	Increased 52
SPY Unit State Street Spdr S&p 500 Etf Trust TR UNIT	3.8M	$1.3B	1.1%	—	$231.01	+33.71%	8 qtrssince 2018-Q4	Decreased 0
VTI ETF VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF	7.3M	$1.2B	1.1%	—	$119.07	+31.63%	8 qtrssince 2018-Q4	Decreased 0
IGSB ETF ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF	21.6M	$1.2B	1.0%	—	$44.39	+2.24%	8 qtrssince 2018-Q4	Increased 55
BIV ETF VANGUARD INTERMEDIATE-TERM BOND ETF	11.7M	$1.1B	1.0%	—	$65.77	+15.80%	8 qtrssince 2018-Q4	Increased 49
VWO ETF Vanguard International Equity Index Funds FTSE EMR MKT ETF	25.1M	$1.1B	1.0%	—	$30.92	+17.96%	8 qtrssince 2018-Q4	Decreased 0