How many stocks does ENVESTNET ASSET MANAGEMENT INC own?

As of Q3 2021, ENVESTNET ASSET MANAGEMENT INC holds 3,668 positions in their 13F portfolio.

What is ENVESTNET ASSET MANAGEMENT INC's largest holding?

IVV at 5.1% of portfolio, worth $9.2B.

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

$182.1B as of Q3 2021, tracked across 3,668 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 2021?

View ENVESTNET ASSET MANAGEMENT INC's latest portfolio changes, new positions, and exits for Q3 2021 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 2021

Top Holdings3,668 positions

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Activity:

				Price Trend
IVV ETF iShares Core S&P 500 ETF	21.5M	$9.2B	5.1%	—	$267.33	+50.34%	12 qtrssince 2018-Q4	Increased 68
ESGU ETF iShares Trust iShares ESG Aware MSCI USA ETF	52.4M	$5.2B	2.8%	—	$68.47	+34.88%	12 qtrssince 2018-Q4	Increased 67
VOO ETF VANGUARD S&P500 INDEX ETF	11.4M	$4.5B	2.5%	—	$235.00	+56.46%	12 qtrssince 2018-Q4	Increased 57
VEA ETF VANGUARD FTSE DEV MKT ETF	74.9M	$3.8B	2.1%	—	$31.12	+39.08%	12 qtrssince 2018-Q4	Increased 56
AGG ETF iShares Core U.S. Aggregate Bond ETF	31.6M	$3.6B	2.0%	—	$93.13	+5.10%	12 qtrssince 2018-Q4	Increased 54
GOVT ETF iShares US Treasury Bond ETF	116.8M	$3.1B	1.7%	—	$22.05	+5.15%	12 qtrssince 2018-Q4	Decreased 0
IUSB ETF ISHARES TR	56.9M	$3B	1.7%	—	$44.12	+1.65%	12 qtrssince 2018-Q4	Increased 55
VUG ETF VANGUARD INDEX FDS	9.7M	$2.8B	1.5%	—	$21.92	+114.68%	12 qtrssince 2018-Q4	Decreased 0
IEFA ETF ISHARES CORE MSCI EAFE ETF	37.4M	$2.8B	1.5%	—	$48.80	+31.67%	12 qtrssince 2018-Q4	Increased 54
VTV ETF Vanguard Value ETF	20.3M	$2.7B	1.5%	—	$85.05	+41.40%	12 qtrssince 2018-Q4	Increased 50
??Vanguard Short-Term Bond ETF Bond	33.3M	$2.7B	1.5%	—	—	—	—	Increased 54
EFV ETF iShares MSCI EAFE Value ETF	50.8M	$2.6B	1.4%	—	$39.91	+1.81%	12 qtrssince 2018-Q4	Increased 53
BNDX ETF Vanguard Total International Bond ETF	44.9M	$2.6B	1.4%	—	$44.39	+5.81%	12 qtrssince 2018-Q4	Increased 53
EFG ETF ISHARES TR	21.7M	$2.3B	1.3%	—	$84.56	+16.77%	12 qtrssince 2018-Q4	Increased 67
IJR ETF ISHARES CORE S&P SMALL-CAP ETF	17.4M	$1.9B	1.0%	—	$70.90	+42.36%	12 qtrssince 2018-Q4	Increased 53
BND ETF Vanguard Total Bond Market ETF	21.2M	$1.8B	1.0%	—	$66.58	+9.11%	12 qtrssince 2018-Q4	Increased 47
MSFT Microsoft Corp	6.2M	$1.7B	1.0%	—	$144.96	+86.65%	12 qtrssince 2018-Q4	Increased 46
VTI ETF VANGUARD TOTAL STOCK MARKET ETF	7.7M	$1.7B	0.9%	—	$124.56	+66.31%	12 qtrssince 2018-Q4	Increased 46
QQQ Unit Invesco QQQ Trust Series 1	4.8M	$1.7B	0.9%	—	$223.42	+56.60%	12 qtrssince 2018-Q4	Increased 45
SPY Unit SPDR S&P 500 ETF Trust	3.8M	$1.6B	0.9%	—	$233.81	+71.66%	12 qtrssince 2018-Q4	Decreased 0