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
$38B
AUM Growth
+$4.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,626
New
Increased
Reduced
Closed

Top Buys

1
+$186M
2
+$164M
3
+$142M
4
SCHW icon
Charles Schwab
SCHW
+$142M
5
ADSK icon
Autodesk
ADSK
+$137M

Top Sells

1
+$311M
2
+$306M
3
+$148M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$144M
5
DHR icon
Danaher
DHR
+$144M

Sector Composition

1 Technology 23.95%
2 Consumer Discretionary 14.19%
3 Healthcare 12.65%
4 Financials 12.03%
5 Communication Services 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
– –
-126
1502
– –
-6,100
1503
– –
-30
1504
– –
-31
1505
– –
-62
1506
– –
-207
1507
– –
-41
1508
– –
-109
1509
– –
-85
1510
– –
-118
1511
– –
0
1512
– –
-100
1513
– –
-18
1514
– –
-4,488
1515
– –
-55
1516
– –
-290
1517
– –
-28
1518
– –
-2,534
1519
– –
0
1520
– –
0
1521
– –
-16,555
1522
– –
-56
1523
– –
-9,441
1524
– –
-74
1525
– –
0
59 60
61
62 63