How many stocks does ENVESTNET ASSET MANAGEMENT INC own?

As of Q4 2021, ENVESTNET ASSET MANAGEMENT INC holds 3,864 positions in their 13F portfolio.

What is ENVESTNET ASSET MANAGEMENT INC's largest holding?

IVV at 5.6% of portfolio, worth $11.4B.

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

$202.2B as of Q4 2021, tracked across 3,864 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 2021?

View ENVESTNET ASSET MANAGEMENT INC's latest portfolio changes, new positions, and exits for Q4 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 Q4 2021

Top Holdings3,864 positions

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Activity:

				Price Trend
IVV ETF ISHARES TR	23.9M	$11.4B	5.6%	—	$285.41	+56.40%	13 qtrssince 2018-Q4	Increased 69
ESGU ETF ISHARES TR	55.9M	$6B	3.0%	—	$70.50	+43.99%	13 qtrssince 2018-Q4	Increased 58
VOO ETF VANGUARD INDEX FDS	11.7M	$5.1B	2.5%	—	$239.75	+70.38%	13 qtrssince 2018-Q4	Increased 56
AGG ETF ISHARES TR	35.4M	$4B	2.0%	—	$93.63	+4.44%	13 qtrssince 2018-Q4	Increased 56
VEA ETF VANGUARD TAX-MANAGED FDS	78M	$4B	2.0%	—	$31.66	+40.40%	13 qtrssince 2018-Q4	Increased 52
GOVT ETF ISHARES TR	123.7M	$3.3B	1.6%	—	$22.12	+5.74%	13 qtrssince 2018-Q4	Increased 53
IUSB ETF ISHARES TR	61.4M	$3.3B	1.6%	—	$44.17	+1.50%	13 qtrssince 2018-Q4	Increased 54
VUG ETF VANGUARD INDEX FDS	9.6M	$3.1B	1.5%	—	$21.92	+137.76%	13 qtrssince 2018-Q4	Decreased 0
VTV ETF VANGUARD INDEX FDS	20.8M	$3.1B	1.5%	—	$86.20	+52.57%	13 qtrssince 2018-Q4	Increased 52
??VANGUARD BD INDEX FDS Bond	36.3M	$2.9B	1.5%	—	—	—	—	Increased 55
IEFA ETF ISHARES TR	39.1M	$2.9B	1.4%	—	$49.54	+32.49%	13 qtrssince 2018-Q4	Increased 53
EFV ETF ISHARES TR	55M	$2.8B	1.4%	—	$40.01	+3.02%	13 qtrssince 2018-Q4	Increased 55
BNDX ETF VANGUARD CHARLOTTE FDS	47.4M	$2.6B	1.3%	—	$44.52	+5.35%	13 qtrssince 2018-Q4	Increased 53
EFG ETF ISHARES TR	23.7M	$2.6B	1.3%	—	$86.10	+19.50%	13 qtrssince 2018-Q4	Increased 55
MSFT MICROSOFT CORP	6.5M	$2.2B	1.1%	—	$152.11	+112.59%	13 qtrssince 2018-Q4	Increased 52
IJR ETF ISHARES TR	18.6M	$2.1B	1.1%	—	$73.33	+45.29%	13 qtrssince 2018-Q4	Increased 54
VTI ETF VANGUARD INDEX FDS	8.1M	$1.9B	1.0%	—	$128.71	+75.62%	13 qtrssince 2018-Q4	Increased 47
QQQ Unit INVESCO QQQ TR	4.9M	$1.9B	1.0%	—	$226.17	+72.60%	13 qtrssince 2018-Q4	Increased 46
BND ETF VANGUARD BD INDEX FDS	21.9M	$1.9B	0.9%	—	$66.77	+8.75%	13 qtrssince 2018-Q4	Increased 46
TIP ETF ISHARES TR	14.1M	$1.8B	0.9%	—	$104.19	+3.95%	13 qtrssince 2018-Q4	Increased 57