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
1801
– –
-51
1802
– –
-42
1803
– –
-176,067
1804
– –
-18
1805
– –
-105
1806
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-166
1807
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-81
1808
– –
-18,728
1809
– –
-6
1810
– –
-56
1811
– –
-95
1812
– –
-5,106
1813
– –
-252
1814
– –
-178,436
1815
– –
-550
1816
– –
-361
1817
– –
-255
1818
– –
-167
1819
– –
-4
1820
– –
-296
1821
$0 ﹤0.01%
1
1822
– –
-112
1823
– –
-16,926
1824
– –
-805
1825
– –
-27,437
70 71 72
73
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