ENVESTNET ASSET MANAGEMENT INC
Institutional investor · Portfolio as of Q4 2024
Top Holdings4,296 positions
ISHARES TR | 33.5M | $19.7B | 6.3% | $363.86 | +58.43% | 25 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 12.3M | $6.6B | 2.1% | $330.54 | +59.65% | 25 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 141.1M | $6.4B | 2.0% | $42.20 | +0.22% | 25 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 29.1M | $5.2B | 1.7% | $122.69 | +42.84% | 25 qtrssince 2018-Q4 | Increased 51 |
ISHARES TR | 51.6M | $5B | 1.6% | $91.32 | -0.32% | 25 qtrssince 2018-Q4 | Increased 53 |
VANGUARD TAX-MANAGED FDS | 98.1M | $4.7B | 1.5% | $36.01 | +27.13% | 25 qtrssince 2018-Q4 | Increased 51 |
ISHARES TR | 45.7M | $4.6B | 1.5% | $75.34 | +33.80% | 25 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 10.3M | $4.3B | 1.4% | $253.81 | +63.81% | 25 qtrssince 2018-Q4 | Increased 51 |
| 56.1M | $4.3B | 1.4% | — | — | — | Increased 53 | |
VANGUARD INDEX FDS | 20.1M | $3.4B | 1.1% | $91.77 | +77.85% | 25 qtrssince 2018-Q4 | Increased 51 |
VANGUARD INDEX FDS | 8.2M | $3.4B | 1.1% | $22.83 | +197.33% | 25 qtrssince 2018-Q4 | Decreased 0 |
BLACKROCK ETF TRUST | 65M | $3.3B | 1.1% | $43.79 | +14.96% | 4 qtrssince 2024-Q1 | Decreased 0 |
APPLE INC | 13.1M | $3.3B | 1.0% | $142.35 | +74.65% | 25 qtrssince 2018-Q4 | Increased 51 |
ISHARES TR | 58M | $3B | 1.0% | $47.05 | +3.95% | 25 qtrssince 2018-Q4 | Increased 48 |
ISHARES TR | 30.5M | $3B | 0.9% | $90.17 | +4.88% | 25 qtrssince 2018-Q4 | Increased 54 |
VANGUARD CHARLOTTE FDS | 60.2M | $3B | 0.9% | $44.47 | +3.66% | 25 qtrssince 2018-Q4 | Increased 47 |
NVIDIA CORPORATION | 20.5M | $2.8B | 0.9% | $22.42 | +497.28% | 25 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 12.4M | $2.7B | 0.9% | $130.04 | +68.71% | 25 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 37.6M | $2.6B | 0.8% | $53.24 | +27.30% | 25 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 28.8M | $2.6B | 0.8% | $84.73 | +1.15% | 25 qtrssince 2018-Q4 | Increased 47 |
ENVESTNET ASSET MANAGEMENT INC manages $311.5B across 4296 positions as of Q4 2024. Top holdings: IVV (6.3%), VOO (2.1%), IUSB (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 259 new positions, 179 exits, 2149 increased. Top move: EFG (INCREASED, conviction 54). Portfolio: $311.5B across 4296 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR