Bessemer Group Portfolio holdings
AUM
$61.6B
This Quarter Return
+13.75%
1 Year Return
+25.88%
3 Year Return
+112.29%
5 Year Return
+188.53%
10 Year Return
+439.25%
AUM
$38B
AUM Growth
+$38B
(+12%)
Cap. Flow
+$727M
Cap. Flow
% of AUM
1.91%
Top 10 Holdings %
Top 10 Hldgs %
27.85%
Holding
1,626
New
245
Increased
525
Reduced
359
Closed
127
Top Buys
| 1 |
NextEra Energy, Inc.
NEE
|
$221M |
| 2 |
iShares Preferred and Income Securities ETF
PFF
|
$186M |
| 3 |
Honeywell
HON
|
$164M |
| 4 |
GE Aerospace
GE
|
$142M |
| 5 |
Charles Schwab
SCHW
|
$142M |
Top Sells
| 1 |
Health Care Select Sector SPDR Fund
XLV
|
$311M |
| 2 |
Salesforce
CRM
|
$306M |
| 3 |
Citigroup
C
|
$148M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$144M |
| 5 |
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% |
