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
1701
– –
-291
1702
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-3
1703
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-15
1704
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-27,437
1705
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-165
1706
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-73,799
1707
– –
-39,174
1708
– –
-1,733
1709
$0 ﹤0.01%
+10
1710
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-10
1711
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-7,527
1712
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-88
1713
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-257
1714
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-59
1715
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-94
1716
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-136
1717
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-567
1718
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-31,155
1719
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-86
1720
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-25
1721
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-130
1722
– –
-579
1723
– –
-14,512
1724
– –
-201
1725
– –
-76
67 68
69
70 71