Betterment LLC

Betterment LLC Portfolio holdings

AUM $47B
1-Year Est. Return 11.24%
This Quarter Est. Return
1 Year Est. Return
+11.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$28B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.35B 19.15%
28,387,139
2
$4.17B 14.93%
102,288,286
3
$2.75B 9.85%
66,126,292
4
$1.67B 5.96%
33,616,722
5
$1.6B 5.71%
12,095,187
6
$1.28B 4.57%
9,871,000
7
$1.09B 3.9%
7,269,090
8
$1.02B 3.66%
12,220,325
9
$764M 2.73%
7,518,354
10
$748M 2.67%
8,765,133
11
$746M 2.67%
7,018,106
12
$542M 1.94%
9,209,445
13
$539M 1.93%
34,257,332
14
$501M 1.79%
10,925,575
15
$499M 1.78%
9,946,695
16
$431M 1.54%
4,315,387
17
$428M 1.53%
3,890,701
18
$424M 1.52%
8,645,969
19
$328M 1.17%
22,241,184
20
$223M 0.8%
2,196,455
21
$214M 0.76%
2,850,545
22
$213M 0.76%
3,395,841
23
$204M 0.73%
2,426,859
24
$186M 0.67%
3,714,334
25
$172M 0.61%
1,260,025
1
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