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
1801
– –
-13,400
1802
– –
-2,144
1803
$0 ﹤0.01%
1
1804
– –
-10
1805
– –
-15,674
1806
– –
-269
1807
– –
-79,200
1808
– –
-170
1809
– –
-7,011
1810
– –
-80,999
1811
– –
-2,400
1812
– –
-5,400
1813
– –
-23,350
1814
– –
0
1815
– –
-1,900
1816
– –
0
1817
– –
-850
1818
– –
-3,800
1819
$0 ﹤0.01%
8
-6,771
1820
– –
-88,900
1821
– –
-8
1822
– –
-118,700
1823
– –
-47,989
1824
– –
-3,162
1825
– –
-3,890
71 72
73
74 75