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
$61.6B
AUM Growth
+$5.83B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,729
New
Increased
Reduced
Closed

Top Buys

1 +$428M
2 +$311M
3 +$302M
4
SPOT icon
Spotify
SPOT
+$265M
5
SHW icon
Sherwin-Williams
SHW
+$208M

Top Sells

1 +$368M
2 +$310M
3 +$286M
4
TTWO icon
Take-Two Interactive
TTWO
+$244M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$243M

Sector Composition

1 Technology 29.07%
2 Financials 14.05%
3 Consumer Discretionary 9.88%
4 Industrials 9.29%
5 Communication Services 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TIP icon
1401
iShares TIPS Bond ETF
TIP
$13.8B
$36K ﹤0.01%
332
AMTM
1402
Amentum Holdings
AMTM
$5.45B
$35K ﹤0.01%
1,480
+404
BCPC
1403
Balchem Corp
BCPC
$4.94B
$35K ﹤0.01%
222
+110
CWAN icon
1404
Clearwater Analytics
CWAN
$4.74B
$35K ﹤0.01%
1,545
+708
DFJ icon
1405
WisdomTree Japan SmallCap Dividend Fund
DFJ
$311M
$35K ﹤0.01%
412
INSM icon
1406
Insmed
INSM
$40.5B
$35K ﹤0.01%
352
+35
AGCO icon
1407
AGCO
AGCO
$7.88B
$34K ﹤0.01%
325
+21
AVA icon
1408
Avista
AVA
$3.32B
$34K ﹤0.01%
884
+313
ETX
1409
Eaton Vance Municipal Income 2028 Term Trust
ETX
$210M
$34K ﹤0.01%
1,885
EXAS icon
1410
Exact Sciences
EXAS
$12.5B
$34K ﹤0.01%
645
+614
ITRI icon
1411
Itron
ITRI
$4.82B
$34K ﹤0.01%
255
+142
NEU icon
1412
NewMarket
NEU
$7.3B
$34K ﹤0.01%
49
+9
POR icon
1413
Portland General Electric
POR
$5.38B
$34K ﹤0.01%
841
-42
TEX icon
1414
Terex
TEX
$3.02B
$34K ﹤0.01%
718
+259
XLB icon
1415
Materials Select Sector SPDR Fund
XLB
$5.3B
$34K ﹤0.01%
383
+53
SNDK
1416
Sandisk
SNDK
$35.1B
$34K ﹤0.01%
744
-506
ASB icon
1417
Associated Banc-Corp
ASB
$4.24B
$33K ﹤0.01%
1,334
+357
AVAV icon
1418
AeroVironment
AVAV
$16.5B
$33K ﹤0.01%
117
+44
BLD icon
1419
TopBuild
BLD
$11.9B
$33K ﹤0.01%
101
+3
HSAI
1420
Hesai Group
HSAI
$3.29B
$33K ﹤0.01%
+1,500
PLUS icon
1421
ePlus
PLUS
$2.26B
$33K ﹤0.01%
456
-13
RXST icon
1422
RxSight
RXST
$385M
$33K ﹤0.01%
+2,500
EIPI
1423
FT Energy Income Partners Enhanced Income ETF
EIPI
$901M
$33K ﹤0.01%
+1,688
SW
1424
Smurfit Westrock
SW
$18.7B
$33K ﹤0.01%
774
-2,321
SITM icon
1425
SiTime
SITM
$8.5B
$32K ﹤0.01%
146
+18