Bessemer Group Portfolio holdings
AUM
$61.6B
This Quarter Return
-0.3%
1 Year Return
+25.88%
3 Year Return
+112.29%
5 Year Return
+188.53%
10 Year Return
+439.25%
AUM
$19.1B
AUM Growth
+$19.1B
(-2.9%)
Cap. Flow
-$412M
Cap. Flow
% of AUM
-2.15%
Top 10 Holdings %
Top 10 Hldgs %
20.49%
Holding
1,708
New
204
Increased
352
Reduced
474
Closed
194
Top Buys
| 1 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$248M |
| 2 |
iShares MSCI Japan ETF
EWJ
|
$173M |
| 3 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$159M |
| 4 |
PX
Praxair Inc
PX
|
$139M |
| 5 |
Walt Disney
DIS
|
$135M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$212M |
| 2 |
Union Pacific
UNP
|
$128M |
| 3 |
Viatris
VTRS
|
$118M |
| 4 |
CTRX
CATAMARAN CORP COM STK (CDA)
CTRX
|
$106M |
| 5 |
Qualcomm
QCOM
|
$99.2M |
Sector Composition
| 1 | Technology | 16.2% |
| 2 | Financials | 13.56% |
| 3 | Healthcare | 12.28% |
| 4 | Industrials | 9.49% |
| 5 | Consumer Discretionary | 8.17% |