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
$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
– –
-4,200
1927
– –
-123
1928
– –
-365
1929
– –
-600
1930
– –
-31,275
1931
– –
-212
1932
– –
-1,065
1933
– –
-266
1934
– –
-583,410
1935
– –
-178
1936
– –
0
1937
– –
0
1938
$0 ﹤0.01%
1
1939
– –
-124
1940
– –
-58
1941
– –
-22,200
1942
– –
-650
1943
– –
-139
1944
– –
-725
1945
– –
-60
1946
$0 ﹤0.01%
15
1947
– –
-675
1948
– –
-507
1949
$0 ﹤0.01%
16
-90
1950
– –
-604
76 77
78
79 80