Bessemer Group Portfolio holdings
AUM
$61.6B
1-Year Return
25.88%
This Quarter Return
+4.1%
1 Year Return
+25.88%
3 Year Return
+112.29%
5 Year Return
+188.53%
10 Year Return
+439.25%
AUM
$18B
AUM Growth
+$461M
(+2.6%)
Cap. Flow
-$476M
Cap. Flow
% of AUM
-2.65%
Top 10 Holdings %
Top 10 Hldgs %
21.34%
Holding
1,905
New
236
Increased
503
Reduced
451
Closed
301
Top Buys
| 1 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$496M |
| 2 |
Hubbell
HUBB
|
$353M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$204M |
| 4 |
Hewlett Packard
HPE
|
$180M |
| 5 |
Kraft Heinz
KHC
|
$174M |
Top Sells
| 1 |
iShare MSCI Eurozone ETF
EZU
|
$433M |
| 2 |
HUB.A
HUBBELL INC CL-A
HUB.A
|
$377M |
| 3 |
iShares MSCI Japan ETF
EWJ
|
$164M |
| 4 |
RTX Corp
RTX
|
$152M |
| 5 |
Energy Select Sector SPDR Fund
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% |