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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
IWBIshares Tr
Recent Activity
Decreased -5.61%
0.44%
$1.339B
4.26M shares@ $314.39 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
IEFIshares Tr
Recent Activity
Decreased -1.39%
0.41%
$1.252B
12.763M shares@ $98.12 avg price
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
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -2.91%
0.39%
$1.19B
5.273M shares@ $225.76 avg price
AVGOBroadcom Inc
Recent Activity
Increased 857.84%
0.38%
$1.168B
6.772M shares@ $172.51 avg price