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
501
$931K 0.01%
40,000
+39,960
502
$927K 0.01%
12,991
+6,528
503
$905K 0.01%
13,323
-1,874
504
$902K 0.01%
33,736
-19,123
505
$870K ﹤0.01%
11,583
+2,748
506
$868K ﹤0.01%
123,653
-742
507
$862K ﹤0.01%
19,925
-1,050
508
$848K ﹤0.01%
18,409
-987
509
$837K ﹤0.01%
+28,460
510
$837K ﹤0.01%
289
-91
511
$830K ﹤0.01%
49,348
-60,697
512
$815K ﹤0.01%
18,360
513
$811K ﹤0.01%
20,117
-26,990
514
$804K ﹤0.01%
+43,600
515
$797K ﹤0.01%
10,265
516
$794K ﹤0.01%
17,593
-5,883
517
$793K ﹤0.01%
22,188
+509
518
$791K ﹤0.01%
4,163
+1,456
519
$785K ﹤0.01%
5,976
+20
520
$759K ﹤0.01%
16,220
+1,960
521
$745K ﹤0.01%
17,270
522
$733K ﹤0.01%
63,657
-146
523
$731K ﹤0.01%
57,875
-58,126
524
$706K ﹤0.01%
60,282
525
$706K ﹤0.01%
31,027
-25,413
19 20
21
22 23