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
151
$13.1M 0.07%
103,292
+9,550
152
$13.1M 0.07%
235,841
+23,555
153
$12.7M 0.07%
127,325
+105,354
154
$12.3M 0.07%
844,139
-139,300
155
$11.9M 0.07%
213,885
+207,775
156
$11.9M 0.07%
46,793
-272
157
$11.6M 0.06%
149,586
+1
158
$10.6M 0.06%
196,000
159
$10.4M 0.06%
79,149
-28,437
160
$10.4M 0.06%
395,400
161
$10.3M 0.06%
154,675
+7,907
162
$10.3M 0.06%
92,514
-113,645
163
$10.2M 0.06%
128,973
+20,710
164
$10.2M 0.06%
147,682
+26,498
165
$9.94M 0.06%
674,043
+2,000
166
$9.72M 0.05%
161,979
+1,415
167
$9.56M 0.05%
72,289
+10,804
168
$9.35M 0.05%
410,620
+4,136
169
$9.29M 0.05%
82,109
+114
170
$9.29M 0.05%
103,257
+10,662
171
$9.26M 0.05%
1,468,159
+518,159
172
$9.23M 0.05%
148,699
-20,951
173
$9.1M 0.05%
162,579
-507,570
174
$9.05M 0.05%
160,000
175
$9.04M 0.05%
55,702
+3,245
5 6
7
8 9