Envestnet Asset Management Inc 13F Portfolio

Envestnet Asset Management IncFundPortfolio ManagerPerformance 25Q1AUM# of HoldingsPerformance Rank Allocation
Envestnet Asset Management IncEnvestnet Asset Management Inc-2.84%$310166645000 4340

Top Holdings Performance History

Envestnet Asset Management Inc Holdings Map

Top 50 Envestnet Asset Management Inc Holdings


Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Sector Date

Largest Stock Buys since Q1 2025:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Largest Stock Sells since Q1 2025:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Portfolio Structure

Sector Allocation over time

Envestnet Asset Management Inc Performance History

Performance Metric 3-Year Annualized Return 3-Year Cumulative Return Compared to other Funds

Performance vs S&P500

Performance compared to other Funds