Bessemer Group

Bessemer Group Portfolio holdings

AUM $65.1B
1-Year Est. Return 26.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.21%
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
1651
– –
-2,460
1652
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-729
1653
$0 ﹤0.01%
28
1654
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-64,341
1655
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-30
1656
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-300
1657
– –
-75,000
1658
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-120
1659
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-425
1660
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-3,000
1661
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0
1662
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-37
1663
$0 ﹤0.01%
17
1664
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-210
1665
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-20
1666
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-10,295
1667
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-207
1668
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-31
1669
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-338
1670
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-16
1671
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-74,959
1672
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-33,896
1673
– –
-40
1674
– –
0
1675
– –
-4,825
65 66
67
68 69