test

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
MTUMIshares Tr
Recent Activity
Increased 0.78%
0.53%
$1.613B
7.957M shares@ $202.77 avg price
IJHIshares Tr
Recent Activity
Increased 5.85%
0.52%
$1.601B
25.694M shares@ $62.33 avg price
GOVTIshares Tr
Recent Activity
Increased 18.48%
0.52%
$1.594B
67.989M shares@ $23.45 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 1.32%
0.51%
$1.577B
2.749M shares@ $573.77 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 0.26%
0.47%
$1.426B
18.992M shares@ $75.11 avg price
DFUVDimensional Etf Trust
Recent Activity
Increased 21.46%
0.45%
$1.374B
32.966M shares@ $41.7 avg price
BIVVanguard Bd Index Fds
Recent Activity
Increased 2.45%
0.43%
$1.325B
16.91M shares@ $78.37 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 2.67%
0.42%
$1.281B
2.191M shares@ $584.69 avg price
METAMeta Platforms Inc
Recent Activity
Increased 4.57%
0.41%
$1.268B
2.214M shares@ $572.45 avg price
DUHPDimensional Etf Trust
Recent Activity
Increased 25.45%
0.41%
$1.258B
36.921M shares@ $34.08 avg price