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
901
$1K ﹤0.01%
+4
902
$1K ﹤0.01%
+12
903
$1K ﹤0.01%
+11
904
$1K ﹤0.01%
+21
905
$1K ﹤0.01%
+72
906
$1K ﹤0.01%
9
907
$1K ﹤0.01%
+23
908
$1K ﹤0.01%
+107
909
$1K ﹤0.01%
16
+12
910
$1K ﹤0.01%
+194
911
$1K ﹤0.01%
+1
912
$1K ﹤0.01%
+130
913
$1K ﹤0.01%
21
914
$1K ﹤0.01%
3
915
$1K ﹤0.01%
+48
916
$1K ﹤0.01%
+46
917
$1K ﹤0.01%
27
918
$1K ﹤0.01%
7
919
$1K ﹤0.01%
+58
920
$1K ﹤0.01%
14
-84
921
$1K ﹤0.01%
10
922
$1K ﹤0.01%
+17
923
$1K ﹤0.01%
+51
924
$1K ﹤0.01%
49
925
$1K ﹤0.01%
+45