Bessemer Group Portfolio holdings
AUM
$61.6B
1-Year Return
25.88%
This Quarter Return
-12.49%
1 Year Return
+25.88%
3 Year Return
+112.29%
5 Year Return
+188.53%
10 Year Return
+439.25%
AUM
$23B
AUM Growth
-$3.9B
(-15%)
Cap. Flow
-$6.04M
Cap. Flow
% of AUM
-0.03%
Top 10 Holdings %
Top 10 Hldgs %
19.56%
Holding
2,169
New
348
Increased
820
Reduced
439
Closed
204
Top Buys
| 1 |
iShares MSCI ACWI ETF
ACWI
|
+$379M |
| 2 |
Vanguard Extended Market ETF
VXF
|
+$284M |
| 3 |
CME Group
CME
|
+$239M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$228M |
| 5 |
Vanguard Total World Stock ETF
VT
|
+$218M |
Top Sells
| 1 |
DuPont de Nemours
DD
|
+$227M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$215M |
| 3 |
Johnson & Johnson
JNJ
|
+$197M |
| 4 |
Altria Group
MO
|
+$177M |
| 5 |
Qualcomm
QCOM
|
+$174M |
Sector Composition
| 1 | Financials | 14.54% |
| 2 | Technology | 14.2% |
| 3 | Healthcare | 13.45% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 8.87% |
