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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
AMZNAmazon Com Inc
Recent Activity
Increased 0.5%
0.76%
$2.339B
12.555M shares@ $186.33 avg price
MUBIshares Tr
Recent Activity
Increased 3.79%
0.68%
$2.088B
19.22M shares@ $108.63 avg price
IJRIshares Tr
Recent Activity
Increased 3.83%
0.68%
$2.078B
17.767M shares@ $116.96 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 0.61%
0.65%
$2.006B
41.922M shares@ $47.86 avg price
IWFIshares Tr
Recent Activity
Increased 1.53%
0.64%
$1.962B
5.226M shares@ $375.39 avg price
DFACDimensional Etf Trust
Recent Activity
Increased 5.91%
0.63%
$1.94B
56.59M shares@ $34.3 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -2.56%
0.58%
$1.791B
6.326M shares@ $283.17 avg price
EMXCIshares Inc
Recent Activity
Increased 35.72%
0.54%
$1.665B
27.254M shares@ $61.12 avg price
IYWIshares Tr
Recent Activity
Decreased -9.12%
0.53%
$1.628B
10.736M shares@ $151.63 avg price
MTUMIshares Tr
Recent Activity
Increased 0.78%
0.53%
$1.613B
7.957M shares@ $202.77 avg price