Bessemer Group

Bessemer Group Portfolio holdings

AUM $63.6B
1-Year Est. Return 28.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.77%
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
1601
– –
-11,537
1602
$0 ﹤0.01%
+23
1603
– –
-2
1604
– –
-27
1605
$0 ﹤0.01%
3,000
-4,000
1606
– –
-583
1607
– –
-579
1608
– –
-175
1609
$0 ﹤0.01%
+38
1610
– –
-157
1611
– –
-116
1612
– –
-35,884
1613
– –
-284
1614
– –
-131
1615
– –
-35
1616
– –
-252
1617
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-161
1618
– –
-230
1619
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-51
1620
– –
-42
1621
– –
-176,067
1622
– –
-105
1623
– –
-56
1624
– –
-95
1625
– –
-550
63 64
65
66 67