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

Top Buys

1
+$379M
2
+$284M
3
+$239M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$228M
5
VT icon
Vanguard Total World Stock ETF
VT
+$218M

Top Sells

1
+$227M
2
+$215M
3
+$197M
4
MO icon
Altria Group
MO
+$177M
5
QCOM icon
Qualcomm
QCOM
+$174M

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
– –
-242,275
1927
– –
-212
1928
– –
-1,324
1929
– –
-21
1930
– –
-23,545
1931
– –
-576,677
1932
$0 ﹤0.01%
+3
1933
– –
-43,636
1934
– –
-200
1935
– –
-67
1936
– –
-128
1937
– –
-440
1938
– –
-296
1939
$0 ﹤0.01%
+111
1940
– –
-5,694
1941
– –
-322
1942
– –
-42
1943
– –
-40
1944
$0 ﹤0.01%
+22
1945
– –
-2,000
1946
– –
-54,268
1947
– –
-183
1948
– –
-1,500
1949
– –
-600
1950
– –
-5,690
76 77
78
79 80