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
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1502
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1503
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-48
1504
– –
-74,726
1505
– –
-11
1506
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-2,035
1507
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-215
1508
– –
-1,000
1509
– –
-3,034
1510
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-31
1511
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-19
1512
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-261
1513
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-461
1514
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-57
1515
$0 ﹤0.01%
+570
1516
– –
-17
1517
– –
-80
1518
– –
-57,495
1519
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-36,348
1520
– –
-18
1521
$0 ﹤0.01%
28
1522
$0 ﹤0.01%
16
1523
– –
-114
1524
– –
-33
1525
$0 ﹤0.01%
720
-160
59 60
61
62 63