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
1701
– –
-1,000
1702
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-73,799
1703
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-40
1704
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-579
1705
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-175
1706
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-10
1707
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-7,527
1708
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-88
1709
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-257
1710
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-59
1711
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-94
1712
$0 ﹤0.01%
+38
1713
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-157
1714
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-136
1715
– –
-567
1716
– –
-31,155
1717
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-86
1718
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-25
1719
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-130
1720
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-579
1721
– –
-14,512
1722
– –
-116
1723
– –
-35,884
1724
– –
-284
1725
– –
-201
67 68
69
70 71