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
101
$58M 0.32%
766,832
-229,909
102
$57.8M 0.32%
812,667
+804,274
103
$57.4M 0.32%
618,497
+480,388
104
$54.3M 0.3%
696,080
+160,668
105
$53.8M 0.3%
741,153
-235,371
106
$51M 0.28%
1,730,020
+615,165
107
$50.7M 0.28%
248,473
-245,903
108
$49.6M 0.28%
820,814
-2,522,081
109
$49M 0.27%
407,885
+376,717
110
$48.6M 0.27%
237,353
+2,004
111
$48.5M 0.27%
632,715
+39,295
112
$45M 0.25%
3,266,594
+326,604
113
$43.4M 0.24%
422,639
+14,294
114
$43M 0.24%
1,442,325
-332,353
115
$41.9M 0.23%
1,911,528
-535,932
116
$41.4M 0.23%
690,279
-178,559
117
$41.4M 0.23%
983,195
-652,693
118
$41.3M 0.23%
1,180,155
+22,756
119
$39M 0.22%
2,089,508
-1,865,652
120
$37.1M 0.21%
460,036
+350,371
121
$34.5M 0.19%
796,819
+648,834
122
$33.4M 0.19%
1,359,045
+484,827
123
$31.5M 0.18%
565,900
-332,255
124
$28.6M 0.16%
487,041
-42,872
125
$28.4M 0.16%
360,000
3 4
5
6 7