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 22.93%
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
151
$40.9M 0.13%
1,148,700
+29,975
152
$40.3M 0.13%
440,302
+11,609
153
$38.7M 0.12%
241,103
+7
154
$37.9M 0.12%
254,786
+12,053
155
$37.8M 0.12%
268,577
+25,097
156
$37.5M 0.12%
187,382
157
$36.9M 0.12%
152,881
+48
158
$36.6M 0.12%
1,609,572
+186,898
159
$36.2M 0.11%
1,163,355
160
$36M 0.11%
461,415
-431
161
$35.8M 0.11%
337,817
-1,335,420
162
$35.4M 0.11%
1,050,490
+35,261
163
$35M 0.11%
137,944
+1,000
164
$32.8M 0.1%
182,075
-1,471
165
$32.4M 0.1%
775,670
+304,325
166
$32.2M 0.1%
360,397
+2,665
167
$31.2M 0.1%
145,330
+14,808
168
$29.7M 0.09%
594,423
+475
169
$29.3M 0.09%
187,460
-1,437
170
$27.6M 0.09%
663,941
+13,425
171
$26.6M 0.08%
225,667
-8,043
172
$25.5M 0.08%
170,268
+45,636
173
$23.1M 0.07%
484,784
-4,620
174
$21.3M 0.07%
675,418
175
$21.1M 0.07%
341,400
+44,345
5 6
7
8 9