EI

Ellevest Inc Portfolio holdings

AUM $627M
1-Year Est. Return 16.27%
This Quarter Est. Return
1 Year Est. Return
+16.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$360M
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,102
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.15%
2 Communication Services 1.12%
3 Financials 0.99%
4 Industrials 0.91%
5 Healthcare 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
851
$1K ﹤0.01%
+66
852
$1K ﹤0.01%
+88
853
$1K ﹤0.01%
27
+21
854
$1K ﹤0.01%
+88
855
$1K ﹤0.01%
+33
856
$1K ﹤0.01%
18
857
$1K ﹤0.01%
5
858
$1K ﹤0.01%
11
-33
859
$1K ﹤0.01%
+15
860
$1K ﹤0.01%
+24
861
$1K ﹤0.01%
+5
862
$1K ﹤0.01%
+14
863
$1K ﹤0.01%
19
864
$1K ﹤0.01%
5
865
$1K ﹤0.01%
+79
866
$1K ﹤0.01%
4
867
$1K ﹤0.01%
+126
868
$1K ﹤0.01%
+72
869
$1K ﹤0.01%
+1
870
$1K ﹤0.01%
+33
871
$1K ﹤0.01%
57
872
$1K ﹤0.01%
+15
873
$1K ﹤0.01%
+78
874
$1K ﹤0.01%
13
875
$1K ﹤0.01%
+326