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
626
$1.31M ﹤0.01%
+29,000
627
$1.31M ﹤0.01%
53,400
-5,600
628
$1.31M ﹤0.01%
32,905
-1,200
629
$1.31M ﹤0.01%
46,455
+29,474
630
$1.31M ﹤0.01%
8,741
+8,247
631
$1.31M ﹤0.01%
+16,702
632
$1.31M ﹤0.01%
+135,900
633
$1.3M ﹤0.01%
98,176
634
$1.3M ﹤0.01%
18,594
-87
635
$1.3M ﹤0.01%
6,611
-187
636
$1.3M ﹤0.01%
108,636
+336
637
$1.3M ﹤0.01%
95,974
638
$1.3M ﹤0.01%
23,162
+20,769
639
$1.29M ﹤0.01%
5,943
+160
640
$1.28M ﹤0.01%
75,800
+42,000
641
$1.27M ﹤0.01%
38,755
+37,291
642
$1.27M ﹤0.01%
20,711
+16,800
643
$1.26M ﹤0.01%
96,600
644
$1.26M ﹤0.01%
12,423
+11,434
645
$1.25M ﹤0.01%
+26,300
646
$1.25M ﹤0.01%
+168,660
647
$1.25M ﹤0.01%
40,292
+39,701
648
$1.25M ﹤0.01%
+59,828
649
$1.25M ﹤0.01%
16,176
+11,982
650
$1.25M ﹤0.01%
58,700
24 25
26
27 28