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
$19.9B
AUM Growth
+$1.65B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,980
New
Increased
Reduced
Closed

Top Buys

1
+$237M
2
+$167M
3
+$164M
4
JBHT icon
JB Hunt Transport Services
JBHT
+$136M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$115M

Top Sells

1
+$94M
2
+$77.4M
3
+$71.2M
4
HUBB icon
Hubbell
HUBB
+$64M
5
KMB icon
Kimberly-Clark
KMB
+$62.4M

Sector Composition

1 Financials 14.78%
2 Healthcare 13.07%
3 Technology 12.41%
4 Consumer Discretionary 11.47%
5 Industrials 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1826
– –
-1,000
1827
– –
-196
1828
– –
-698
1829
– –
-215
1830
– –
-1,860
1831
– –
-2,000
1832
– –
-1,459
1833
– –
-40,000
1834
– –
-815
1835
– –
-30,331
1836
– –
-2,027
1837
– –
-202,035
1838
– –
-1,639
1839
$0 ﹤0.01%
15
1840
– –
-315
1841
– –
-18,520
1842
– –
-300
1843
– –
0
1844
– –
-3,579
1845
– –
-354
1846
– –
-7,944
1847
– –
-300
1848
– –
-263
1849
– –
-700
1850
– –
-190
72 73
74
75 76