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
126
$27.2M 0.15%
995,532
-42,000
127
$26.4M 0.15%
239,000
-275,838
128
$25.2M 0.14%
1,400,000
-25,020
129
$22.2M 0.12%
148,395
+6,616
130
$20.5M 0.11%
173,311
+19,154
131
$20.1M 0.11%
1,904,993
+79,000
132
$19.8M 0.11%
1,220,837
+80,000
133
$19.4M 0.11%
694,445
+309,305
134
$18.7M 0.1%
486,200
135
$18.1M 0.1%
173,358
+21,086
136
$18.1M 0.1%
1,141,941
+38,000
137
$16.3M 0.09%
724,470
+138,377
138
$15.4M 0.09%
1,091,266
-101,600
139
$15.2M 0.08%
1,135,616
+1,292
140
$14.8M 0.08%
1,986,624
-77,479
141
$14.8M 0.08%
1,103,008
+68,000
142
$14.6M 0.08%
685,000
+50,000
143
$14.2M 0.08%
433,792
+174,812
144
$14.2M 0.08%
338,200
-785,300
145
$14.2M 0.08%
186,775
-92,143
146
$13.8M 0.08%
3,406,352
+752,113
147
$13.7M 0.08%
234,861
148
$13.7M 0.08%
1,652,815
+35,604
149
$13.5M 0.08%
1,337,218
-29,333
150
$13.2M 0.07%
219,178
-2,279,602
4 5
6
7 8