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
BLVVanguard Bd Index Fds
Recent Activity
Increased 0.85%
0.23%
$691.662M
9.201M shares@ $75.17 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Increased 5.98%
0.22%
$671.652M
3.867M shares@ $173.68 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Increased 1.48%
0.22%
$668.339M
10.609M shares@ $63.0 avg price
ORCLOracle Corp
Recent Activity
Increased 8.89%
0.22%
$666.414M
3.911M shares@ $170.4 avg price
SPYVSpdr Ser Tr
Recent Activity
Increased 187.13%
0.22%
$664.629M
12.573M shares@ $52.87 avg price
AVSCAmerican Centy Etf Tr
Recent Activity
Increased 12.53%
0.21%
$646.221M
11.963M shares@ $54.03 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 0.55%
0.21%
$644.604M
5.028M shares@ $128.21 avg price
DIHPDimensional Etf Trust
Recent Activity
Increased 28.03%
0.21%
$621.5M
22.437M shares@ $27.7 avg price
EWJIshares Inc
Recent Activity
Increased 18.92%
0.19%
$569.314M
7.958M shares@ $71.55 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Increased 1.25%
0.19%
$562.711M
909,697 shares@ $618.57 avg price