Bessemer Group Portfolio holdings
AUM
$61.6B
1-Year Return
25.88%
This Quarter Return
+2.56%
1 Year Return
+25.88%
3 Year Return
+112.29%
5 Year Return
+188.53%
10 Year Return
+439.25%
AUM
$14.8B
AUM Growth
+$871M
(+6.2%)
Cap. Flow
+$235M
Cap. Flow
% of AUM
1.59%
Top 10 Holdings %
Top 10 Hldgs %
17.4%
Holding
1,451
New
96
Increased
288
Reduced
363
Closed
129
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$327M |
| 2 |
KeyCorp
KEY
|
+$120M |
| 3 |
Snap-on
SNA
|
+$108M |
| 4 |
PETM
PETSMART INC
PETM
|
+$101M |
| 5 |
HSBC
HSBC
|
+$99.8M |
Top Sells
| 1 |
TotalEnergies
TTE
|
+$139M |
| 2 |
IBM
IBM
|
+$120M |
| 3 |
Willis Towers Watson
WTW
|
+$114M |
| 4 |
Western Digital
WDC
|
+$103M |
| 5 |
Abercrombie & Fitch
ANF
|
+$88.9M |
Sector Composition
| 1 | Healthcare | 13.65% |
| 2 | Financials | 13.41% |
| 3 | Technology | 12.68% |
| 4 | Industrials | 11.46% |
| 5 | Consumer Staples | 8.58% |
