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
$26B
AUM Growth
+$3.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,149
New
Increased
Reduced
Closed

Top Buys

1
+$242M
2
+$233M
3
+$198M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$167M
5
BSX icon
Boston Scientific
BSX
+$162M

Top Sells

1
+$387M
2
+$273M
3
+$222M
4
KEY icon
KeyCorp
KEY
+$221M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$201M

Sector Composition

1 Technology 16.24%
2 Healthcare 14.55%
3 Financials 14.07%
4 Consumer Discretionary 11.27%
5 Industrials 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
– –
-155
1927
– –
-550
1928
– –
-6,200
1929
– –
-164
1930
– –
0
1931
– –
-20
1932
– –
-289
1933
– –
-4,352
1934
– –
-29,500
1935
– –
-1,981
1936
– –
-13,600
1937
– –
-1,547
1938
– –
-5,100
1939
– –
-203
1940
– –
-8,900
1941
– –
-52
1942
– –
-109
1943
– –
-11,665
1944
– –
-1,000
1945
– –
-2,412
1946
– –
-1,042
1947
– –
-7,272
1948
– –
-692
1949
– –
-3,200
1950
– –
-1,469
76 77
78
79 80