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
526
$705K ﹤0.01%
12,026
-552
527
$705K ﹤0.01%
61,609
528
$697K ﹤0.01%
15,108
+8,992
529
$697K ﹤0.01%
29,139
-2,428
530
$694K ﹤0.01%
70,501
+69,373
531
$693K ﹤0.01%
14,551
-69,396
532
$693K ﹤0.01%
43,196
533
$687K ﹤0.01%
73,074
534
$676K ﹤0.01%
4,530
-66
535
$674K ﹤0.01%
20,523
-1,127
536
$668K ﹤0.01%
7,363
+5,763
537
$660K ﹤0.01%
13,283
-118
538
$655K ﹤0.01%
15,199
+3,774
539
$644K ﹤0.01%
20,030
-9,050
540
$633K ﹤0.01%
10,526
-3,156
541
$632K ﹤0.01%
11,217
-450,554
542
$627K ﹤0.01%
7,702
+189
543
$615K ﹤0.01%
9,637
+1,257
544
$610K ﹤0.01%
13,312
+163
545
$609K ﹤0.01%
27,581
546
$603K ﹤0.01%
1,993
+1,923
547
$589K ﹤0.01%
7,719
+547
548
$581K ﹤0.01%
17,727
-223
549
$572K ﹤0.01%
5,058
+5,052
550
$569K ﹤0.01%
23,460
+59
20 21
22
23 24