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
$24B
AUM Growth
+$2.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,100
New
Increased
Reduced
Closed

Top Buys

1
+$281M
2
+$256M
3
+$254M
4
LLY icon
Eli Lilly
LLY
+$249M
5
MO icon
Altria Group
MO
+$237M

Top Sells

1
+$482M
2
+$165M
3
+$160M
4
ARMK icon
Aramark
ARMK
+$158M
5
PARA
Paramount Global Class B
PARA
+$158M

Sector Composition

1 Financials 15.29%
2 Technology 12.82%
3 Healthcare 12.01%
4 Consumer Discretionary 11.87%
5 Consumer Staples 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
– –
-585
1952
– –
-11,447
1953
– –
-164
1954
– –
-102
1955
– –
-1,588
1956
– –
-257
1957
– –
-356
1958
– –
-67,381
1959
– –
-51
1960
– –
-53,288
1961
– –
-282
1962
– –
-230
1963
– –
-2,733
1964
– –
-648
1965
– –
-352
1966
– –
-55
1967
– –
-611,270
1968
– –
-1,375
1969
– –
-153
1970
– –
-107,419
1971
– –
-566
1972
– –
-698
1973
– –
-369
1974
– –
-105
1975
– –
-224
77 78
79
80 81