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
– –
-2,460
1702
– –
-729
1703
$0 ﹤0.01%
28
1704
– –
-76
1705
– –
-477
1706
– –
-30,000
1707
– –
-146
1708
– –
-235
1709
– –
-95,000
1710
– –
-45
1711
$0 ﹤0.01%
3
1712
– –
-12
1713
– –
-26
1714
– –
-337
1715
– –
-950
1716
– –
-13
1717
– –
-65
1718
– –
-134
1719
– –
-371
1720
– –
-307
1721
– –
-413
1722
– –
-70
1723
– –
-100
1724
– –
-100
1725
– –
-720
67 68
69
70 71