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
1826
– –
-420
1827
– –
-206,700
1828
– –
-17,700
1829
– –
-1,600
1830
– –
-18,300
1831
– –
-360
1832
– –
-1,117
1833
– –
-6,000
1834
– –
-3,628
1835
– –
-973
1836
– –
-1,071
1837
– –
-500
1838
– –
-114
1839
– –
-6,300
1840
– –
-85
1841
– –
-704
1842
– –
-4,345
1843
– –
-750
1844
– –
-1,015
1845
– –
-13,000
1846
– –
-313
1847
– –
-57
1848
– –
-21,400
1849
– –
-18,064
1850
– –
-2,130
71 72 73
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