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
1526
– –
-1,000
1527
– –
-3,034
1528
– –
-31
1529
– –
-19
1530
– –
-261
1531
– –
-461
1532
– –
-57
1533
$0 ﹤0.01%
+570
1534
– –
-17
1535
– –
-80
1536
– –
-57,495
1537
– –
-36,348
1538
– –
-18
1539
$0 ﹤0.01%
28
1540
$0 ﹤0.01%
16
1541
– –
-114
1542
– –
-33
1543
– –
-246
1544
– –
-99
1545
– –
-19
1546
$0 ﹤0.01%
100
1547
– –
-145
1548
– –
-3,488,460
1549
$0 ﹤0.01%
3,050
-100
1550
– –
-1,750
60 61
62
63 64