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Sean P. Skuja

@Envestnet Asset Management Inc

Latest period2024 - Q3ReportedManaged Assets$309.815BTotal holdings4216
Assets growth rate7.94%Assets growth rate (2-Q avg)7.55%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Envestnet Asset Management Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 4216 positions.

Assets under management

The assets under management (AUM) of Envestnet Asset Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 309.815B in assets, with a quarterly growth rate of 7.94% and a 2-quarter average growth rate of 7.55%. The portfolio is managed by Sean P. Skuja, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DYNFBlackrock Etf Trust
Recent Activity
Increased 3.25%
1.06%
$3.275B
66.198M shares@ $49.48 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -0.87%
1.03%
$3.177B
8.275M shares@ $383.94 avg price
EFVIshares Tr
Recent Activity
Increased 114.61%
1.01%
$3.106B
53.995M shares@ $57.53 avg price
IEFAIshares Tr
Recent Activity
Decreased -0.25%
0.98%
$3.027B
38.78M shares@ $78.06 avg price
AAPLApple Inc
Recent Activity
Increased 2.18%
0.97%
$2.991B
12.837M shares@ $233.0 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Increased 4.87%
0.95%
$2.923B
58.131M shares@ $50.28 avg price
EFGIshares Tr
Recent Activity
Decreased -5.38%
0.88%
$2.709B
25.165M shares@ $107.65 avg price
MBBIshares Tr
Recent Activity
Increased 9.58%
0.85%
$2.628B
27.434M shares@ $95.81 avg price
IVEIshares Tr
Recent Activity
Increased 4.54%
0.83%
$2.552B
12.942M shares@ $197.17 avg price
NVDANvidia Corporation
Recent Activity
Increased 1.04%
0.81%
$2.498B
20.572M shares@ $121.45 avg price