Bessemer Group

Bessemer Group Portfolio holdings

AUM $65.1B
1-Year Est. Return 26.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.21%
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
+$544M
2
+$356M
3
+$206M
4
KHC icon
Kraft Heinz
KHC
+$176M
5
HPE icon
Hewlett Packard
HPE
+$171M

Top Sells

1
+$446M
2
+$377M
3
+$166M
4
RTX icon
RTX Corp
RTX
+$153M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$150M

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
– –
-42
1502
– –
-73,799
1503
– –
-40
1504
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-185
1505
– –
-127
1506
– –
-48
1507
– –
-74,726
1508
– –
-11
1509
– –
-2,035
1510
– –
-215
1511
– –
-1,000
1512
– –
-3,034
1513
– –
-31
1514
– –
-19
1515
– –
-261
1516
– –
-461
1517
– –
-57
1518
$0 ﹤0.01%
+570
1519
– –
-17
1520
– –
-80
1521
– –
-57,495
1522
– –
-36,348
1523
– –
-18
1524
$0 ﹤0.01%
28
1525
$0 ﹤0.01%
16
59 60
61
62 63