Bessemer Group

Bessemer Group Portfolio holdings

AUM $65.4B
1-Year Est. Return 26.59%
This Quarter Est. Return
1 Year Est. Return
+26.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$31.7B
AUM Growth
+$6.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,884
New
Increased
Reduced
Closed

Top Buys

1
+$205M
2
+$195M
3
+$170M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$143M
5
APD icon
Air Products & Chemicals
APD
+$143M

Top Sells

1
+$283M
2
+$141M
3
+$141M
4
RTX icon
RTX Corp
RTX
+$137M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$122M

Sector Composition

1 Technology 22.93%
2 Consumer Discretionary 13.54%
3 Healthcare 13.49%
4 Financials 11.79%
5 Communication Services 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$9.67M 0.03%
423,476
+194,939
252
$9.56M 0.03%
308,159
+92,873
253
$9.47M 0.03%
732,571
254
$9.43M 0.03%
34,694
+1,426
255
$9.3M 0.03%
292,789
+40,586
256
$8.81M 0.03%
204,015
+4,770
257
$8.8M 0.03%
339,363
258
$8.58M 0.03%
76,041
-6,044
259
$8.31M 0.03%
226,349
-70,073
260
$8.28M 0.03%
33,425
+2,324
261
$8.27M 0.03%
47,440
+2,329
262
$7.94M 0.03%
166,807
+7,272
263
$7.75M 0.02%
69,497
-275,158
264
$7.63M 0.02%
73,910
+2,765
265
$7.61M 0.02%
195,761
+13,052
266
$7.3M 0.02%
187,227
+98,946
267
$7.02M 0.02%
30,077
-58
268
$6.95M 0.02%
125,673
+55,346
269
$6.58M 0.02%
23,946
+12,975
270
$6.58M 0.02%
39,861
+1,670
271
$6.53M 0.02%
93,175
+32,854
272
$6.48M 0.02%
15,507
+5,932
273
$6.38M 0.02%
108,438
+48,101
274
$6.19M 0.02%
414,044
+399,744
275
$6.05M 0.02%
60,773
-12,323
9 10
11
12 13