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
1726
0
1727
-61
1728
-159,400
1729
0
1730
-170
1731
-86,415
1732
-485
1733
-2,400
1734
-408
1735
-9,100
1736
-500
1737
-2,280
1738
-485
1739
-100,000
1740
-3,316
1741
-2,519
1742
-19
1743
-5
1744
-14,087
1745
-13,400
1746
-2,144
1747
$0 ﹤0.01%
1
1748
-10
1749
-15,674
1750
$0 ﹤0.01%
1