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
$18B
AUM Growth
+$461M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,905
New
Increased
Reduced
Closed

Top Buys

1
+$496M
2
+$353M
3
+$204M
4
HPE icon
Hewlett Packard
HPE
+$180M
5
KHC icon
Kraft Heinz
KHC
+$174M

Top Sells

1
+$433M
2
+$377M
3
+$164M
4
RTX icon
RTX Corp
RTX
+$152M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$138M

Sector Composition

1 Financials 14.37%
2 Healthcare 13.36%
3 Technology 11.17%
4 Consumer Staples 10.61%
5 Industrials 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$85.8M 0.48%
500,542
-106,750
77
$85.6M 0.48%
787,003
+387
78
$84.6M 0.47%
912,308
+7,316
79
$83.9M 0.47%
1,139,460
+32,777
80
$82.4M 0.46%
1,333,642
+1,332,084
81
$81.8M 0.46%
1,005,376
-2,012
82
$81.4M 0.45%
2,403,165
-56,450
83
$80M 0.45%
405,475
+403,614
84
$79.9M 0.44%
668,333
+667,914
85
$79.5M 0.44%
4,097,697
+1,216,050
86
$79M 0.44%
1,695,718
-14,154
87
$78.7M 0.44%
1,498,345
-936,171
88
$78.2M 0.44%
1,656,622
+1,653,271
89
$77.8M 0.43%
769,003
-3,042
90
$77.2M 0.43%
512,652
-52,259
91
$76.9M 0.43%
1,138,840
+477,734
92
$76.3M 0.43%
825,407
-577
93
$75.6M 0.42%
5,390,380
+748,941
94
$74.5M 0.41%
1,571,207
-613,508
95
$74.5M 0.41%
1,603,165
-123,351
96
$73M 0.41%
542,360
-21
97
$67.1M 0.37%
1,595,454
-1,503,209
98
$67.1M 0.37%
1,082,126
-2,685
99
$66.4M 0.37%
1,980,348
+1,272,000
100
$61.8M 0.34%
521,464
-251
2 3
4
5 6