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Envestnet Asset Management

Envestnet Asset Management Portfolio holdings

AUM $374B
1-Year Est. Return 17.66%
 

Envestnet Asset Management, a subsidiary of Envestnet, Inc., founded in 1999 by Jud Bergman and Bill Crager, is a Chicago-based financial technology firm that provides wealth management solutions and software to financial advisors and institutions, managing over $426 billion in discretionary assets as of late 2024. Headquartered at 35 East Wacker Drive, it serves a vast network, including over 111,000 advisors and major U.S. banks, with a platform overseeing more than $6.5 trillion in assets, offering tools like portfolio management, trading, and reporting through an integrated ecosystem. Known for its innovative AdvisorSuite software and Portfolio Management Consultants (PMC) division, Envestnet supports advisors with sub-advisory services, research, and data analytics, bolstered by its 2015 acquisition of Yodlee for enhanced data aggregation. Recently acquired by a Bain Capital-led consortium for $4.5 billion in November 2024, Envestnet continues to evolve as a private entity, focusing on scalable, tech-driven wealth management solutions.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$374B
AUM Growth
+$36.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,856
New
Increased
Reduced
Closed

Top Buys

Rank Stock Value
1 +$4.52B
2 +$2.62B
3 +$2.32B
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.88B
5
BLCR icon
BlackRock Large Cap Core ETF
BLCR
+$1.61B

Top Sells

Rank Stock Value
1 +$3.43B
2 +$946M
3 +$940M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$409M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$388M

Sector Composition

Rank Sector Weight
1 Technology 8.15%
2 Financials 4.86%
3 Industrials 4.01%
4 Healthcare 3.62%
5 Consumer Discretionary 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AVGO icon
26
Broadcom
AVGO
$1.84T
$2.29B 0.61%
7,398,279
+967,717
IWF icon
27
iShares Russell 1000 Growth ETF
IWF
$125B
$2.28B 0.61%
21,395,332
+327,668
IJR icon
28
iShares Core S&P Small-Cap ETF
IJR
$110B
$2.22B 0.6%
17,886,533
+1,545,676
BAI
29
iShares A.I. Innovation and Tech Active ETF
BAI
$13.7B
$2.19B 0.59%
66,537,668
+8,657,152
VWO icon
30
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$2.14B 0.57%
39,564,716
+4,136,498
JPM icon
31
JPMorgan Chase
JPM
$918B
$2.12B 0.57%
7,190,378
+411,820
GOOGL icon
32
Alphabet (Google) Class A
GOOGL
$4.24T
$2.1B 0.56%
7,317,233
+623,582
MTUM icon
33
iShares MSCI USA Momentum Factor ETF
MTUM
$26.2B
$2.03B 0.54%
8,471,268
+587,961
THRO
34
iShares U.S. Thematic Rotation Active ETF
THRO
$6.47B
$1.99B 0.53%
55,045,916
+5,220,835
VTI icon
35
Vanguard Total Stock Market ETF
VTI
$662B
$1.93B 0.52%
6,031,021
+281,923
SCHG icon
36
Schwab US Large-Cap Growth ETF
SCHG
$60B
$1.88B 0.5%
64,461,584
+134,381
BIV icon
37
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$1.82B 0.49%
23,554,417
+6,716,649
META icon
38
Meta Platforms (Facebook)
META
$1.63T
$1.82B 0.49%
3,172,380
+339,898
GOOG icon
39
Alphabet (Google) Class C
GOOG
$4.22T
$1.8B 0.48%
6,276,868
+440,218
MUB icon
40
iShares National Muni Bond ETF
MUB
$45.4B
$1.77B 0.47%
16,704,651
+2,522,106
BND icon
41
Vanguard Total Bond Market
BND
$158B
$1.76B 0.47%
23,879,834
+2,409,801
QQQM icon
42
Invesco NASDAQ 100 ETF
QQQM
$98.5B
$1.76B 0.47%
7,387,215
+7,046
QQQ icon
43
Invesco QQQ Trust
QQQ
$471B
$1.74B 0.46%
3,008,527
+62,806
VO icon
44
Vanguard Mid-Cap ETF
VO
$106B
$1.69B 0.45%
23,577,692
+13,119,712
SPY icon
45
State Street SPDR S&P 500 ETF Trust
SPY
$787B
$1.68B 0.45%
2,584,704
+111,705
XLK icon
46
State Street Technology Select Sector SPDR ETF
XLK
$118B
$1.56B 0.42%
11,768,594
+103,560
SPYM
47
State Street SPDR Portfolio S&P 500 ETF
SPYM
$160B
$1.55B 0.42%
20,261,471
+2,370,112
BLCR icon
48
BlackRock Large Cap Core ETF
BLCR
$6.46B
$1.55B 0.41%
37,727,890
+37,657,235
IWB icon
49
iShares Russell 1000 ETF
IWB
$48.4B
$1.55B 0.41%
4,343,242
-224,704
IWD icon
50
iShares Russell 1000 Value ETF
IWD
$81.7B
$1.47B 0.39%
6,888,490
-857,851

Similar funds

Envestnet Asset Management's Q1 2026 Portfolio in Review

As of Q1 2026, Envestnet Asset Management held 4,856 positions worth $374B, up 11% from $337B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Envestnet Asset Management deployed $44.8B of net new capital in Q1 2026, opening 417 new positions and adding to 3,121 existing holdings. Its largest new stake was iShares Defense Industrials Active ETF: 44,550,002 shares worth $1.46B.

By sector, the portfolio is most concentrated in Technology at 8.1% of assets, down from 9.1% a quarter earlier, followed by Financials and Industrials.

On the sell side, the largest reduction was iShares S&P 100 ETF, an estimated $3.43B trimmed.

  • Envestnet Asset Management's largest Q1 2026 buy was iShares Defense Industrials Active ETF: 44,550,002 shares worth $1.46B.
  • Envestnet Asset Management added most to iShares Core S&P 500 ETF in Q1 2026, an estimated $4.52B increase.
  • Envestnet Asset Management's biggest Q1 2026 reduction was iShares S&P 100 ETF, cutting an estimated $3.43B.
  • Envestnet Asset Management fully exited CyberArk in Q1 2026, selling an estimated $18M.
  • Envestnet Asset Management's ten largest holdings make up 19% of its $374B portfolio in Q1 2026.
  • Envestnet Asset Management opened 417 new positions and closed 153 in Q1 2026.
  • Envestnet Asset Management's portfolio value rose 11% quarter-over-quarter to $374B.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.