Holdings of Envestnet Portfolio Solutions, Inc.
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 1,110 in 16 countries
- Top ten
- 36.4 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1,101 | AvalonBay Communities, Inc. | 1,241 | 202.7K $ | |
| 1,102 | FTI Consulting Inc | 1,142 | 201.9K $ | |
| 1,103 | Invesco Preferred ETF | 16,779 | 182.6K $ | |
| 1,104 | CCC Intelligent Solutions Holdings Inc | 27,633 | 165.8K $ | |
| 1,105 | Vodafone Group PLC | 11,018 | 165.5K $ | |
| 1,106 | Ladder Capital Corp | 15,527 | 151.7K $ | |
| 1,107 | Blue Owl Capital Inc | 15,975 | 145.9K $ | |
| 1,108 | Apple Hospitality REIT Inc | 12,050 | 138.7K $ | |
| 1,109 | Hillman Solutions Corp | 11,378 | 94.7K $ | |
| 1,110 | Nokia Oyj | 11,762 | 94.6K $ |
Sector breakdown
- Funds 16.3 %
- Technology 5.1 %
- Financials 2.1 %
- Health care 1.6 %
- Communication 1.6 %
- Industrials 1.4 %
- Consumer discretionary 1.4 %
- Consumer staples 1.1 %
- Utilities 0.7 %
- Energy 0.6 %
- Real estate 0.2 %
- Materials 0.1 %
- Unattributed 67.7 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 99.8 %
- United Kingdom 0.1 %
- Taiwan 0.1 %
- Netherlands 0.0 %
- France 0.0 %
- Japan 0.0 %
- Spain 0.0 %
- Germany 0.0 %
- India 0.0 %
- Denmark 0.0 %
- Australia 0.0 %
- Italy 0.0 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 1,075 | 15.1B $ | 99.78 % |
| 2 | United Kingdom | 14 | 10.7M $ | 0.07 % |
| 3 | Taiwan | 1 | 9M $ | 0.06 % |
| 4 | Netherlands | 4 | 5.7M $ | 0.04 % |
| 5 | France | 1 | 2.6M $ | 0.02 % |
| 6 | Japan | 4 | 1.2M $ | 0.01 % |
| 7 | Spain | 2 | 1M $ | 0.01 % |
| 8 | Germany | 1 | 834.5K $ | 0.01 % |
| 9 | India | 1 | 567.2K $ | 0.00 % |
| 10 | Denmark | 1 | 542.5K $ | 0.00 % |
| 11 | Australia | 1 | 338.4K $ | 0.00 % |
| 12 | Italy | 1 | 308.2K $ | 0.00 % |
Cite this page
Titelia. "Holdings of Envestnet Portfolio Solutions, Inc.". https://titelia.com/en/funds/US13F1998033