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
$31.7B
AUM Growth
+$6.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,884
New
Increased
Reduced
Closed

Top Buys

1
+$205M
2
+$195M
3
+$170M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$143M
5
APD icon
Air Products & Chemicals
APD
+$143M

Top Sells

1
+$283M
2
+$141M
3
+$141M
4
RTX icon
RTX Corp
RTX
+$137M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$122M

Sector Composition

1 Technology 22.92%
2 Consumer Discretionary 13.54%
3 Healthcare 13.49%
4 Financials 11.79%
5 Communication Services 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1701
– –
-5,573
1702
– –
-3,500
1703
– –
0
1704
– –
-18,000
1705
– –
-833
1706
– –
-346
1707
$0 ﹤0.01%
30
1708
$0 ﹤0.01%
22
1709
– –
-350
1710
– –
-991
1711
– –
-1,000
1712
$0 ﹤0.01%
250
1713
$0 ﹤0.01%
+1,845
1714
– –
-15
1715
– –
-6,700
1716
– –
-934
1717
– –
-16
1718
$0 ﹤0.01%
500
1719
– –
-500
1720
– –
-8,170
1721
– –
-7,900
1722
– –
-4,200
1723
– –
-28,424
1724
– –
-6,677
1725
– –
-5,600
67 68
69
70 71