Bessemer Group Portfolio holdings
AUM
$61.6B
1-Year Return
25.88%
This Quarter Return
+5.83%
1 Year Return
+25.88%
3 Year Return
+112.29%
5 Year Return
+188.53%
10 Year Return
+439.25%
AUM
$12.3B
AUM Growth
+$1.17B
(+11%)
Cap. Flow
+$228M
Cap. Flow
% of AUM
1.85%
Top 10 Holdings %
Top 10 Hldgs %
16.52%
Holding
1,491
New
145
Increased
267
Reduced
446
Closed
239
Top Buys
| 1 |
Apple
AAPL
|
$195M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$169M |
| 3 |
US Bancorp
USB
|
$116M |
| 4 |
Union Pacific
UNP
|
$111M |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
$99.5M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$300M |
| 2 |
UnitedHealth
UNH
|
$129M |
| 3 |
Vodafone
VOD
|
$86.3M |
| 4 |
VIAB
Viacom Inc. Class B
VIAB
|
$83.5M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
$74.1M |
Sector Composition
| 1 | Healthcare | 14.96% |
| 2 | Technology | 14.94% |
| 3 | Financials | 11.9% |
| 4 | Energy | 10.22% |
| 5 | Industrials | 8.81% |