ENVESTNET ASSET MANAGEMENT INC - Portfolio overview

ENVESTNET ASSET MANAGEMENT INC has 4986 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 5.73%
2. VOO - VANGUARD INDEX FDS, 1.70%
3. DYNF - BLACKROCK ETF TRUST, 1.69%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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