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
MXL icon
1426
MaxLinear
MXL
$1.48B
$51K ﹤0.01%
3,175
+2,863
ICLR icon
1427
Icon
ICLR
$13.7B
$50K ﹤0.01%
286
-99
LAMR icon
1428
Lamar Advertising Co
LAMR
$13.1B
$50K ﹤0.01%
410
-43
LAZ icon
1429
Lazard
LAZ
$4.78B
$50K ﹤0.01%
+947
MOS icon
1430
The Mosaic Company
MOS
$7.63B
$50K ﹤0.01%
1,446
+749
OGE icon
1431
OGE Energy
OGE
$8.88B
$50K ﹤0.01%
1,088
-117
UMBF icon
1432
UMB Financial
UMBF
$9.04B
$50K ﹤0.01%
420
+177
XMHQ icon
1433
Invesco S&P MidCap Quality ETF
XMHQ
$5.11B
$50K ﹤0.01%
475
ZWS icon
1434
Zurn Elkay Water Solutions
ZWS
$7.81B
$50K ﹤0.01%
1,070
+444
ALLY icon
1435
Ally Financial
ALLY
$13.8B
$49K ﹤0.01%
1,234
+310
DFAI icon
1436
Dimensional International Core Equity Market ETF
DFAI
$12.5B
$49K ﹤0.01%
1,339
NLY icon
1437
Annaly Capital Management
NLY
$15.3B
$49K ﹤0.01%
2,408
+1,148
PAY icon
1438
Paymentus
PAY
$3.76B
$49K ﹤0.01%
1,593
+69
BTC
1439
Grayscale Bitcoin Mini Trust ETF
BTC
$3.75B
$49K ﹤0.01%
967
+128
TXNM
1440
TXNM Energy Inc
TXNM
$6.39B
$49K ﹤0.01%
877
+370
ATGE icon
1441
Adtalem Global Education
ATGE
$3.63B
$48K ﹤0.01%
310
+97
COHR icon
1442
Coherent
COHR
$26.8B
$48K ﹤0.01%
445
+14
OGN icon
1443
Organon & Co
OGN
$1.82B
$48K ﹤0.01%
4,608
+395
OII icon
1444
Oceaneering
OII
$2.4B
$48K ﹤0.01%
1,952
+629
AR icon
1445
Antero Resources
AR
$10.6B
$47K ﹤0.01%
1,390
+248
ARGX icon
1446
argenx
ARGX
$53.1B
$47K ﹤0.01%
64
+47
BAX icon
1447
Baxter International
BAX
$9.92B
$47K ﹤0.01%
2,060
-102
SPSM icon
1448
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$13.3B
$47K ﹤0.01%
+1,030
ABEV icon
1449
Ambev
ABEV
$39.3B
$46K ﹤0.01%
20,718
-34,062
DV icon
1450
DoubleVerify
DV
$1.81B
$46K ﹤0.01%
3,793
+52