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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
VBVanguard Index Fds
Recent Activity
Increased 4.22%
0.4%
$1.236B
5.209M shares@ $237.21 avg price
IWDIshares Tr
Recent Activity
Increased 2.48%
0.4%
$1.229B
6.477M shares@ $189.81 avg price
AVGOBroadcom Inc
Recent Activity
Increased 857.84%
0.38%
$1.168B
6.772M shares@ $172.51 avg price
VVisa Inc
Recent Activity
Increased 0.37%
0.38%
$1.156B
4.203M shares@ $274.96 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 9.63%
0.37%
$1.14B
10.939M shares@ $104.19 avg price
BINCBlackrock Etf Trust Ii
Recent Activity
Increased 40.83%
0.36%
$1.101B
20.571M shares@ $53.54 avg price
HDHome Depot Inc
Recent Activity
Increased 3.32%
0.34%
$1.053B
2.599M shares@ $405.21 avg price
VMBSVanguard Scottsdale Fds
Recent Activity
Increased 3.98%
0.31%
$938.334M
19.876M shares@ $47.21 avg price
AVEMAmerican Centy Etf Tr
Recent Activity
Increased 69.06%
0.29%
$891.482M
13.8M shares@ $64.6 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Increased 3.14%
0.28%
$866.049M
10.341M shares@ $83.76 avg price