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
1951
– –
-2,452
1952
– –
-103
1953
– –
-266,320
1954
– –
-181,981
1955
– –
-4,217
1956
– –
-600
1957
– –
-11,700
1958
$0 ﹤0.01%
+425
1959
– –
-11,400
1960
– –
-183
1961
– –
-904
1962
– –
-1,975
1963
– –
-2,000
1964
– –
-5,200
1965
– –
-86,703
1966
– –
-90
1967
– –
-438,711
1968
– –
-1,100
1969
$0 ﹤0.01%
+30
1970
$0 ﹤0.01%
+69
1971
– –
-2,000
1972
– –
-290
1973
– –
-1,075
1974
– –
-395
1975
– –
-200
77 78
79
80 81