Bessemer Group

Bessemer Group Portfolio holdings

AUM $63.6B
1-Year Est. Return 28.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$40.1B
AUM Growth
-$7.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,118
New
Increased
Reduced
Closed

Top Buys

1
+$497M
2
+$439M
3
+$280M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$274M
5
WMT icon
Walmart Inc
WMT
+$251M

Top Sells

1
+$274M
2
+$221M
3
+$175M
4
AZPN
ASPEN TECHNOLOGY INC
AZPN
+$168M
5
GE icon
GE Aerospace
GE
+$162M

Sector Composition

1 Technology 20.44%
2 Healthcare 13.15%
3 Financials 12.35%
4 Industrials 9.08%
5 Consumer Discretionary 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1851
$1K ﹤0.01%
+286
1852
– –
-818
1853
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-1,454
1854
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-48
1855
$0 ﹤0.01%
15
1856
$0 ﹤0.01%
2
-6
1857
– –
-4,355
1858
– –
-506
1859
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-231
1860
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-765
1861
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0
1862
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1863
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-500
1864
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-488
1865
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-101
1866
– –
-27,585
1867
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-98
1868
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-38
1869
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-559
1870
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-277
1871
$0 ﹤0.01%
5
-2,974
1872
– –
-3,540
1873
– –
-194
1874
– –
-10,666
1875
– –
-500
73 74
75
76 77