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
1726
– –
0
1727
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-19
1728
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-5
1729
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-991
1730
$0 ﹤0.01%
1
1731
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-43,096
1732
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-94,100
1733
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0
1734
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-1,728
1735
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-4,065
1736
$0 ﹤0.01%
2
1737
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-11,836
1738
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-9
1739
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-433,400
1740
– –
-2,833,000
1741
$0 ﹤0.01%
17
-5
1742
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0
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-400
1744
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1745
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-2,519
1746
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-30,100
1747
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-100,000
1748
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-75,018
1749
– –
-4,500
1750
– –
0
68 69
70
71 72