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
1951
– –
-16,800
1952
– –
-2,800
1953
– –
-654
1954
– –
-18,361
1955
$0 ﹤0.01%
6
1956
– –
-3,670
1957
– –
-622
1958
– –
-500
1959
– –
-9,500
1960
– –
-540
1961
– –
-312
1962
– –
-26,900
1963
– –
-748
1964
– –
-72
1965
– –
-71
1966
$0 ﹤0.01%
+5
1967
– –
-2,900
1968
– –
-170
1969
– –
-85
1970
– –
-431
1971
– –
-607
1972
$0 ﹤0.01%
+35
1973
– –
-3,530
1974
– –
-500
1975
– –
-114,326
77 78
79
80 81