How many stocks does ENVESTNET ASSET MANAGEMENT INC own?

As of Q4 2018, ENVESTNET ASSET MANAGEMENT INC holds 2,871 positions in their 13F portfolio.

What is ENVESTNET ASSET MANAGEMENT INC's largest holding?

IVV at 4.7% of portfolio, worth $3B.

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

$64.6B as of Q4 2018, tracked across 2,871 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 Q4 2018?

View ENVESTNET ASSET MANAGEMENT INC's latest portfolio changes, new positions, and exits for Q4 2018 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 Q4 2018

Top Holdings2,871 positions

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Activity:

				Price Trend
IVV ETF iShares Core S&P 500 ETF	12M	$3B	4.7%	—	$223.09	0.00%	1 qtr	First report 0
VEA ETF VANGUARD FTSE DEV MKT ETF	61.4M	$2.3B	3.5%	—	$29.59	0.00%	1 qtr	First report 0
VOO ETF VANGUARD S&P500 INDEX ETF	7.7M	$1.8B	2.8%	—	$204.04	0.00%	1 qtr	First report 0
VTV ETF Vanguard Value ETF	16.3M	$1.6B	2.5%	—	$80.83	0.00%	1 qtr	First report 0
??Vanguard Short-Term Bond ETF Bond	20M	$1.6B	2.4%	—	—	—	—	First report 0
VUG ETF VANGUARD INDEX FDS	11.3M	$1.5B	2.4%	—	$21.30	0.00%	1 qtr	First report 0
IEFA ETF ISHARES CORE MSCI EAFE ETF	26.3M	$1.4B	2.2%	—	$44.14	0.00%	1 qtr	First report 0
BNDX ETF Vanguard Total International Bond ETF	25.5M	$1.4B	2.1%	—	$42.53	0.00%	1 qtr	First report 0
AGG ETF iShares Core U.S. Aggregate Bond ETF	10.5M	$1.1B	1.7%	—	$85.39	0.00%	1 qtr	First report 0
EFA ETF iShares MSCI EAFE ETF	16.7M	$979.8M	1.5%	—	$47.49	0.00%	1 qtr	First report 0
BND ETF Vanguard Total Bond Market ETF	11.9M	$945.5M	1.5%	—	$63.12	0.00%	1 qtr	First report 0
SHY ETF iShares 1-3 Year Treasury Bond ETF	10.9M	$910.5M	1.4%	—	$70.26	0.00%	1 qtr	First report 0
NEAR ETF ISHARES SHORT MATURITY BOND ETF	17.6M	$876.7M	1.4%	—	$39.44	0.00%	1 qtr	First report 0
IVW ETF ISHARES TR	5.6M	$839M	1.3%	—	$35.33	0.00%	1 qtr	First report 0
VWO ETF VANGUARD EMERGING MARKETS ETF	21.9M	$836.3M	1.3%	—	$30.57	0.00%	1 qtr	First report 0
SPY Unit SPDR S&P 500 ETF Trust	3.3M	$828.3M	1.3%	—	$223.02	0.00%	1 qtr	First report 0
BIV ETF VANGUARD BD INDEX FDS	9.9M	$803.2M	1.2%	—	$63.38	0.00%	1 qtr	First report 0
GOVT ETF iShares US Treasury Bond ETF	32.2M	$792.8M	1.2%	—	$20.54	0.00%	1 qtr	First report 0
LQD ETF iShares iBoxx $ Investment Grade Corporate Bond ET	6.5M	$737.2M	1.1%	—	$85.51	0.00%	1 qtr	First report 0
VTI ETF VANGUARD TOTAL STOCK MARKET ETF	5.5M	$701.8M	1.1%	—	$113.68	0.00%	1 qtr	First report 0

$64.6B

AUM

2,871

Positions

Q4 2018

Filing

HI score · 4.5/5

Quarterly 13F Value Change

Not enough history yet

Activity profile

Q4'18

First report: nothing earlier to compare

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

<1Q100%1-4Q0%1-2Y0%2Y+0%

Q4 2018 Summary

First quarter we have for this fund: 2871 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $64.6B across 2871 positions.

Portfolio Allocation

Top holdings by portfolio weight

IVV4.68%

VEA3.52%

VOO2.75%

VTV2.47%

Vanguard Sho2.44%

VUG2.35%

IEFA2.24%

BNDX2.14%

AGG1.72%

EFA1.52%