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
UNFI icon
1476
United Natural Foods
UNFI
$2.02B
$43K ﹤0.01%
1,126
+183
AYI icon
1477
Acuity Brands
AYI
$10.8B
$42K ﹤0.01%
121
+15
HSAI
1478
Hesai Group
HSAI
$3.34B
$42K ﹤0.01%
1,500
RELX icon
1479
RELX
RELX
$73.8B
$42K ﹤0.01%
868
+443
TRMK icon
1480
Trustmark
TRMK
$2.45B
$42K ﹤0.01%
1,073
+292
ALGN icon
1481
Align Technology
ALGN
$11.5B
$41K ﹤0.01%
318
-649
DON icon
1482
WisdomTree US MidCap Dividend Fund
DON
$3.77B
$41K ﹤0.01%
+790
FBK icon
1483
FB Financial Corp
FBK
$3.06B
$41K ﹤0.01%
746
+557
GPI icon
1484
Group 1 Automotive
GPI
$4.92B
$41K ﹤0.01%
92
-15
JXN icon
1485
Jackson Financial
JXN
$7.26B
$41K ﹤0.01%
404
+129
MTSI icon
1486
MACOM Technology Solutions
MTSI
$12.6B
$41K ﹤0.01%
333
-14
NEU icon
1487
NewMarket
NEU
$6.78B
$41K ﹤0.01%
49
PB icon
1488
Prosperity Bancshares
PB
$6.83B
$41K ﹤0.01%
615
+71
VGIT icon
1489
Vanguard Intermediate-Term Treasury ETF
VGIT
$35.6B
$41K ﹤0.01%
678
-351
NBIS
1490
Nebius Group N.V.
NBIS
$19B
$41K ﹤0.01%
358
HALO icon
1491
Halozyme
HALO
$7.73B
$40K ﹤0.01%
544
TEX icon
1492
Terex
TEX
$3.43B
$40K ﹤0.01%
773
+55
ARKK icon
1493
ARK Innovation ETF
ARKK
$7.51B
$39K ﹤0.01%
455
+446
DFJ icon
1494
WisdomTree Japan SmallCap Dividend Fund
DFJ
$322M
$39K ﹤0.01%
412
FCN icon
1495
FTI Consulting
FCN
$5.46B
$39K ﹤0.01%
240
+17
FXL icon
1496
First Trust Technology AlphaDEX Fund
FXL
$1.4B
$39K ﹤0.01%
232
PR icon
1497
Permian Resources
PR
$10.7B
$39K ﹤0.01%
3,029
-61
TRIP icon
1498
TripAdvisor
TRIP
$1.69B
$39K ﹤0.01%
2,428
+232
WPM icon
1499
Wheaton Precious Metals
WPM
$52.2B
$39K ﹤0.01%
349
ADC icon
1500
Agree Realty
ADC
$8.29B
$38K ﹤0.01%
525
-155
58 59
60
61 62