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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
IVVIshares Tr
Recent Activity
Decreased -3.88%
6.46%
$19.986B
34.648M shares@ $576.82 avg price
IUSBIshares Tr
Recent Activity
Increased 21.11%
2.42%
$7.493B
159.01M shares@ $47.13 avg price
VOOVanguard Index Fds
Recent Activity
Increased 1.79%
2.18%
$6.737B
12.767M shares@ $527.68 avg price
QUALIshares Tr
Recent Activity
Increased 1.81%
1.66%
$5.118B
28.545M shares@ $179.31 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 2.04%
1.65%
$5.096B
96.489M shares@ $52.82 avg price
AGGIshares Tr
Recent Activity
Increased 10.9%
1.6%
$4.95B
48.879M shares@ $101.28 avg price
IVWIshares Tr
Recent Activity
Decreased -5.16%
1.44%
$4.452B
46.492M shares@ $95.75 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -1.76%
1.41%
$4.339B
10.085M shares@ $430.31 avg price
BSVVanguard Bd Index Fds
Recent Activity
Increased 6.72%
1.37%
$4.223B
53.667M shares@ $78.69 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -1.49%
1.12%
$3.456B
19.795M shares@ $174.57 avg price