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
– –
-44
1802
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-110
1803
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-54
1804
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-45
1805
$0 ﹤0.01%
3
1806
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-12
1807
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-281
1808
– –
-690
1809
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0
1810
– –
-750
1811
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-16
1812
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-36,015
1813
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-26
1814
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-337
1815
– –
-950
1816
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-13
1817
– –
-65
1818
– –
-48
1819
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-77,612
1820
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-238
1821
$0 ﹤0.01%
280
1822
– –
-195
1823
$0 ﹤0.01%
15
1824
– –
-141
1825
– –
-21
70 71 72
73
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