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
$18B
AUM Growth
+$461M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,905
New
Increased
Reduced
Closed

Top Buys

1
+$496M
2
+$353M
3
+$204M
4
HPE icon
Hewlett Packard
HPE
+$180M
5
KHC icon
Kraft Heinz
KHC
+$174M

Top Sells

1
+$433M
2
+$377M
3
+$164M
4
RTX icon
RTX Corp
RTX
+$152M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$138M

Sector Composition

1 Financials 14.37%
2 Healthcare 13.36%
3 Technology 11.17%
4 Consumer Staples 10.61%
5 Industrials 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$2.73M 0.02%
77,336
327
$2.71M 0.02%
225,000
+115,000
328
$2.71M 0.02%
265,060
-136
329
$2.69M 0.02%
+1,042,180
330
$2.64M 0.01%
80,336
331
$2.63M 0.01%
89,760
-78
332
$2.63M 0.01%
155,685
-68,985
333
$2.63M 0.01%
30,070
+6,239
334
$2.61M 0.01%
175,255
+175,172
335
$2.6M 0.01%
85,723
+84,223
336
$2.59M 0.01%
98,148
+362
337
$2.59M 0.01%
96,700
338
$2.58M 0.01%
27,679
+600
339
$2.54M 0.01%
56,633
+12,142
340
$2.52M 0.01%
56,171
+6,475
341
$2.51M 0.01%
68,292
-29,442
342
$2.51M 0.01%
52,615
+4,468
343
$2.5M 0.01%
36,456
-910
344
$2.48M 0.01%
15,345
+1,552
345
$2.47M 0.01%
49,627
+4,283
346
$2.47M 0.01%
14,198
347
$2.46M 0.01%
68,007
-2,158
348
$2.46M 0.01%
+110,000
349
$2.4M 0.01%
32,860
-35
350
$2.4M 0.01%
146,645
+289
12 13
14
15 16