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
1051
$310K ﹤0.01%
3,956
-11,271
1052
$309K ﹤0.01%
30,325
+2,495
1053
$309K ﹤0.01%
17,800
+1,000
1054
$307K ﹤0.01%
11,488
-13,860
1055
$307K ﹤0.01%
34,500
1056
$306K ﹤0.01%
39,100
1057
$304K ﹤0.01%
5,716
-690
1058
$300K ﹤0.01%
18,900
1059
$299K ﹤0.01%
72,800
1060
$299K ﹤0.01%
1,410
-346
1061
$297K ﹤0.01%
+55,200
1062
$296K ﹤0.01%
2,750
1063
$293K ﹤0.01%
1,415
+77
1064
$292K ﹤0.01%
7,920
-2,425
1065
$292K ﹤0.01%
5,317
-378
1066
$291K ﹤0.01%
9,130
+2,175
1067
$288K ﹤0.01%
51,000
1068
$288K ﹤0.01%
7,596
-1,083,740
1069
$285K ﹤0.01%
1,337
1070
$284K ﹤0.01%
15,795
-5,703
1071
$284K ﹤0.01%
4,367
-3,328
1072
$283K ﹤0.01%
+12,760
1073
$282K ﹤0.01%
3,087
+1,530
1074
$282K ﹤0.01%
11,400
1075
$281K ﹤0.01%
4,094
+165
41 42
43
44 45