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
826
$869K ﹤0.01%
123,680
+119,580
827
$863K ﹤0.01%
26,700
828
$853K ﹤0.01%
8,200
829
$852K ﹤0.01%
26,400
-13,100
830
$850K ﹤0.01%
2,588
+185
831
$849K ﹤0.01%
73,521
+66,247
832
$847K ﹤0.01%
8,725
+8,362
833
$843K ﹤0.01%
75,600
834
$841K ﹤0.01%
4,995
-780
835
$834K ﹤0.01%
36,000
836
$833K ﹤0.01%
45,870
-9,950
837
$833K ﹤0.01%
30,400
838
$825K ﹤0.01%
4,581
+1,024
839
$820K ﹤0.01%
+17,191
840
$820K ﹤0.01%
+77,148
841
$818K ﹤0.01%
24,000
+6,100
842
$816K ﹤0.01%
40,900
843
$816K ﹤0.01%
+78,400
844
$815K ﹤0.01%
5,811
-327
845
$800K ﹤0.01%
204,876
846
$800K ﹤0.01%
59,200
847
$797K ﹤0.01%
42,300
848
$795K ﹤0.01%
37,750
-50
849
$792K ﹤0.01%
39,600
850
$790K ﹤0.01%
56,500
32 33
34
35 36