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
1626
– –
-169
1627
– –
-150
1628
– –
-7
1629
– –
0
1630
– –
-27,800
1631
– –
-11
1632
– –
-19,239
1633
– –
-457
1634
– –
-13,386
1635
– –
-57
1636
– –
-10
1637
$0 ﹤0.01%
+350
1638
– –
-12,282
1639
$0 ﹤0.01%
75
1640
– –
-60,000
1641
– –
-36
1642
– –
-480
1643
– –
-122
1644
– –
-106
1645
– –
-152
1646
– –
-12
1647
– –
-30
1648
– –
-300
1649
– –
-75,000
1650
– –
-120
64 65
66
67 68