Bessemer Group

Bessemer Group Portfolio holdings

AUM $65.1B
1-Year Est. Return 26.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$21.7B
AUM Growth
+$1.83B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,217
New
Increased
Reduced
Closed

Top Buys

1
+$399M
2
+$187M
3
+$184M
4
V icon
Visa
V
+$156M
5
MSFT icon
Microsoft
MSFT
+$145M

Top Sells

1
+$193M
2
+$153M
3
+$133M
4
WFC icon
Wells Fargo
WFC
+$131M
5
COST icon
Costco
COST
+$95.4M

Sector Composition

1 Financials 16.27%
2 Technology 12.55%
3 Healthcare 11.47%
4 Consumer Discretionary 10.44%
5 Industrials 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
– –
-383
1927
– –
-56
1928
– –
-800
1929
– –
-227
1930
$0 ﹤0.01%
27
1931
– –
-231
1932
– –
-10,900
1933
– –
-18,400
1934
– –
-12,200
1935
– –
-7
1936
– –
-116
1937
$0 ﹤0.01%
66
-1,470
1938
– –
-10,384
1939
– –
-845
1940
– –
-1,362
1941
$0 ﹤0.01%
15
1942
– –
-786
1943
– –
-288
1944
– –
-14,700
1945
– –
-1,230
1946
$0 ﹤0.01%
+50
1947
– –
-92
1948
– –
-163
1949
– –
-13
1950
– –
-4,500
76 77
78
79 80