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
1951
– –
-35
1952
– –
-324
1953
– –
-805
1954
– –
-55
1955
– –
-44,118
1956
– –
-1,171
1957
– –
-352
1958
– –
-548
1959
– –
-1,220,000
1960
– –
-438
1961
– –
-252
1962
– –
-400
1963
– –
-102
1964
– –
-185
1965
– –
-380
1966
– –
-510
1967
– –
-1,480
1968
– –
-30
1969
– –
-1,300
1970
– –
-27,600
1971
– –
-1,053
1972
– –
-2,020
1973
– –
-91
1974
– –
-37,920
1975
– –
-800
77 78
79
80 81