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Sean P. Skuja

@Envestnet Portfolio Solutions, Inc.

Latest period2024 - Q3ReportedManaged Assets$30.783BTotal holdings1676
Assets growth rate7.41%Assets growth rate (2-Q avg)7.57%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Envestnet Portfolio Solutions, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1676 positions.

Assets under management

The assets under management (AUM) of Envestnet Portfolio Solutions, 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 30.783B in assets, with a quarterly growth rate of 7.41% and a 2-quarter average growth rate of 7.57%. The portfolio is managed by Sean P. Skuja, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BLKBlackrock Inc
Recent Activity
Exited
0%
$23.622M
30,003 shares@ $787.33 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$18.312M
17,196 shares@ $1064.88 avg price
SPGPInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$17.049M
165,878 shares@ $102.78 avg price
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$6.19M
41,150 shares@ $150.43 avg price
MBLYMobileye Global Inc
Recent Activity
Exited
0%
$3.011M
107,207 shares@ $28.09 avg price
FERGFerguson Plc New
Recent Activity
Exited
0%
$2.927M
15,115 shares@ $193.65 avg price
IUSGIshares Tr
Recent Activity
Exited
0%
$2.201M
17,267 shares@ $127.48 avg price
PARAParamount Global
Recent Activity
Exited
0%
$1.737M
167,160 shares@ $10.39 avg price
EMNTPimco Etf Tr
Recent Activity
Exited
0%
$1.339M
13,564 shares@ $98.69 avg price
ARMKAramark
Recent Activity
Exited
0%
$1.138M
33,438 shares@ $34.03 avg price