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
1501
– –
-64,341
1502
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-75
1503
– –
-20,200
1504
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-171
1505
– –
-23,950
1506
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-266
1507
– –
-315
1508
– –
-100,000
1509
– –
-38
1510
– –
-62,000
1511
– –
-900
1512
– –
-1,400
1513
– –
-35
1514
– –
-42
1515
– –
-194
1516
– –
-1,000
1517
– –
-73,799
1518
– –
-40
1519
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-185
1520
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-127
1521
– –
-48
1522
– –
-74,726
1523
– –
-11
1524
– –
-2,035
1525
– –
-215
59 60
61
62 63