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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
IXUSIshares Tr
Recent Activity
Increased 1.25%
0.27%
$826.198M
11.375M shares@ $72.63 avg price
LLYEli Lilly & Co
Recent Activity
Increased 1.53%
0.26%
$805.024M
908,667 shares@ $885.94 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Increased 58.03%
0.25%
$773.334M
17.064M shares@ $45.32 avg price
SPLGSpdr Ser Tr
Recent Activity
Increased 9.81%
0.25%
$762.135M
11.289M shares@ $67.51 avg price
DFICDimensional Etf Trust
Recent Activity
Increased 13.51%
0.25%
$759.772M
27M shares@ $28.14 avg price
VXUSVanguard Star Fds
Recent Activity
Increased 0.27%
0.25%
$756.676M
11.688M shares@ $64.75 avg price
IMTMIshares Tr
Recent Activity
Increased 1.8%
0.25%
$746.201M
18.479M shares@ $40.38 avg price
DFIVDimensional Etf Trust
Recent Activity
Increased 29.26%
0.24%
$721.443M
18.945M shares@ $38.08 avg price
DGROIshares Tr
Recent Activity
Increased 27.29%
0.24%
$718.643M
11.463M shares@ $62.69 avg price
JNJJohnson & Johnson
Recent Activity
Increased 3.06%
0.24%
$715.381M
4.414M shares@ $162.07 avg price