Bessemer Group

Bessemer Group Portfolio holdings

AUM $63.6B
1-Year Est. Return 28.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$24B
AUM Growth
+$2.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,100
New
Increased
Reduced
Closed

Top Buys

1
+$281M
2
+$256M
3
+$254M
4
LLY icon
Eli Lilly
LLY
+$249M
5
MO icon
Altria Group
MO
+$237M

Top Sells

1
+$482M
2
+$165M
3
+$160M
4
ARMK icon
Aramark
ARMK
+$158M
5
PARA
Paramount Global Class B
PARA
+$158M

Sector Composition

1 Financials 15.29%
2 Technology 12.82%
3 Healthcare 12.01%
4 Consumer Discretionary 11.87%
5 Consumer Staples 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1726
– –
-22,957
1727
– –
-85
1728
– –
-334
1729
– –
-676
1730
– –
-1,095
1731
– –
-97
1732
– –
-11,500
1733
– –
-156
1734
– –
-14,100
1735
– –
-209
1736
– –
-2,300
1737
– –
-4,700
1738
– –
-4,725
1739
– –
-323
1740
– –
-109
1741
– –
-136
1742
– –
-800
1743
– –
-257
1744
– –
-5
1745
– –
-60,500
1746
– –
-5,940
1747
– –
-79,600
1748
– –
-401
1749
– –
-38,900
1750
– –
-25,600
68 69
70
71 72