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
$65.4B
AUM Growth
+$3.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,787
New
Increased
Reduced
Closed

Top Buys

1
+$380M
2
+$290M
3
+$236M
4
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$228M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$192M

Top Sells

1
+$321M
2
+$285M
3
+$239M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$179M
5
CBRE icon
CBRE Group
CBRE
+$176M

Sector Composition

1 Technology 28.63%
2 Financials 14.15%
3 Communication Services 9.53%
4 Consumer Discretionary 9.36%
5 Healthcare 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SKM icon
1226
SK Telecom
SKM
$7.59B
$128K ﹤0.01%
5,921
-288
SM icon
1227
SM Energy
SM
$2.09B
$128K ﹤0.01%
5,121
+4,269
VOOG icon
1228
Vanguard S&P 500 Growth ETF
VOOG
$21.4B
$128K ﹤0.01%
294
LOAR icon
1229
Loar Holdings
LOAR
$6.41B
$128K ﹤0.01%
1,590
+1,465
AMH icon
1230
American Homes 4 Rent
AMH
$11.7B
$123K ﹤0.01%
3,683
-382
AMLP icon
1231
Alerian MLP ETF
AMLP
$10.5B
$123K ﹤0.01%
2,627
+486
WD icon
1232
Walker & Dunlop
WD
$2.12B
$123K ﹤0.01%
1,468
+1,297
ATR icon
1233
AptarGroup
ATR
$8.06B
$122K ﹤0.01%
915
-179
DT icon
1234
Dynatrace
DT
$13.4B
$121K ﹤0.01%
2,505
-248
ETSY icon
1235
Etsy
ETSY
$5.31B
$121K ﹤0.01%
1,816
+265
IBB icon
1236
iShares Biotechnology ETF
IBB
$8.6B
$121K ﹤0.01%
836
-364
INSM icon
1237
Insmed
INSM
$42.8B
$121K ﹤0.01%
836
+484
VIRT icon
1238
Virtu Financial
VIRT
$2.83B
$120K ﹤0.01%
3,380
+2,798
STWD icon
1239
Starwood Property Trust
STWD
$6.75B
$119K ﹤0.01%
6,180
+239
MRP
1240
Millrose Properties Inc
MRP
$5.11B
$119K ﹤0.01%
3,506
+317
HMC icon
1241
Honda
HMC
$39.9B
$118K ﹤0.01%
3,821
+1
LLYVK icon
1242
Liberty Live Group Series C
LLYVK
$7.82B
$118K ﹤0.01%
1,216
+1,037
THC icon
1243
Tenet Healthcare
THC
$17.3B
$118K ﹤0.01%
582
+241
ILPT
1244
Industrial Logistics Properties Trust
ILPT
$378M
$117K ﹤0.01%
20,112
SOLV icon
1245
Solventum
SOLV
$14.2B
$116K ﹤0.01%
1,596
+32
BG icon
1246
Bunge Global
BG
$17.9B
$115K ﹤0.01%
1,421
-17
BTT icon
1247
BlackRock Municipal 2030 Target Term Trust
BTT
$1.43B
$114K ﹤0.01%
5,090
MGM icon
1248
MGM Resorts International
MGM
$10.1B
$114K ﹤0.01%
3,299
-194
SNDK
1249
Sandisk
SNDK
$30.7B
$114K ﹤0.01%
1,019
+275
BBIO icon
1250
BridgeBio Pharma
BBIO
$14.6B
$110K ﹤0.01%
2,110
+1,772
48 49
50
51 52