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
$23B
AUM Growth
-$3.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,169
New
Increased
Reduced
Closed

Top Buys

1
+$406M
2
+$312M
3
+$246M
4
CME icon
CME Group
CME
+$235M
5
VT icon
Vanguard Total World Stock ETF
VT
+$234M

Top Sells

1
+$241M
2
+$232M
3
+$212M
4
MO icon
Altria Group
MO
+$207M
5
QCOM icon
Qualcomm
QCOM
+$185M

Sector Composition

1 Financials 14.54%
2 Technology 14.2%
3 Healthcare 13.45%
4 Consumer Discretionary 11.12%
5 Industrials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
– –
-212
1927
– –
-1,324
1928
– –
-21
1929
– –
-23,545
1930
– –
-576,677
1931
$0 ﹤0.01%
+3
1932
– –
-43,636
1933
– –
-200
1934
– –
-67
1935
– –
-128
1936
– –
-440
1937
– –
-296
1938
$0 ﹤0.01%
+111
1939
– –
-5,694
1940
– –
-322
1941
– –
-42
1942
– –
-40
1943
$0 ﹤0.01%
+22
1944
– –
-2,000
1945
– –
-54,268
1946
– –
-183
1947
– –
-1,500
1948
– –
-600
1949
– –
-5,690
1950
– –
-2,452
76 77
78
79 80