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
651
$1.25M ﹤0.01%
9,740
+9,555
652
$1.24M ﹤0.01%
140,728
+131,228
653
$1.24M ﹤0.01%
86,000
+75,000
654
$1.24M ﹤0.01%
83,700
655
$1.24M ﹤0.01%
+78,100
656
$1.24M ﹤0.01%
19,318
+7,360
657
$1.24M ﹤0.01%
41,500
658
$1.23M ﹤0.01%
22,964
+21,721
659
$1.23M ﹤0.01%
54,846
+44,111
660
$1.23M ﹤0.01%
55,103
+14,244
661
$1.23M ﹤0.01%
46,634
662
$1.22M ﹤0.01%
29,500
+17,500
663
$1.22M ﹤0.01%
10,518
+18
664
$1.22M ﹤0.01%
13,872
+12,790
665
$1.22M ﹤0.01%
+73,977
666
$1.21M ﹤0.01%
15,219
+11,267
667
$1.21M ﹤0.01%
17,442
+13,438
668
$1.21M ﹤0.01%
11,421
-3,943
669
$1.21M ﹤0.01%
+64,985
670
$1.21M ﹤0.01%
84,466
671
$1.21M ﹤0.01%
+11,309
672
$1.21M ﹤0.01%
18,200
673
$1.21M ﹤0.01%
2,670
+2,220
674
$1.21M ﹤0.01%
10,600
675
$1.21M ﹤0.01%
13,808
-873
25 26
27
28 29