Envestnet Asset Management Inc has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $263 Billion distributed in 4170 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $15.6B, Ishares Core Total Usd Bond Ma with a value of $6.13B, Vanguard Index Fds S&P 500 ETF with a value of $5.95B, Vanguard Ftse Developed Market with a value of $4.75B, and Ishares Msci Usa Quality Facto with a value of $4.44B.
Examining the 13F form we can see an increase of $24.2B in the current position value, from $239B to 263B.
Below you can find more details about Envestnet Asset Management Inc portfolio as well as his latest detailed transactions.
Portfolio value
$263 Billion
ETFs: $164 Billion
Technology: $23.2 Billion
Financial Services: $14.8 Billion
Healthcare: $13.5 Billion
Industrials: $11.3 Billion
Consumer Cyclical: $10.7 Billion
Communication Services: $6.04 Billion
Consumer Defensive: $5.8 Billion
Other: $11.8 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions