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
$23B
AUM Growth
-$3.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,169
New
Increased
Reduced
Closed

Top Buys

1
+$406M
2
+$312M
3
+$246M
4
CME icon
CME Group
CME
+$235M
5
VT icon
Vanguard Total World Stock ETF
VT
+$234M

Top Sells

1
+$241M
2
+$232M
3
+$212M
4
MO icon
Altria Group
MO
+$207M
5
QCOM icon
Qualcomm
QCOM
+$185M

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
– –
-904
1952
– –
-1,975
1953
– –
-2,000
1954
– –
-5,200
1955
– –
-86,703
1956
– –
-90
1957
– –
-438,711
1958
– –
-1,100
1959
– –
-15
1960
$0 ﹤0.01%
+30
1961
$0 ﹤0.01%
+69
1962
– –
-2,000
1963
– –
-290
1964
– –
-1,075
1965
$0 ﹤0.01%
97
1966
– –
-395
1967
– –
-200
1968
– –
-24,705
1969
– –
-100
1970
– –
-50
1971
$0 ﹤0.01%
500
1972
$0 ﹤0.01%
+430
1973
– –
-35,718
1974
– –
-32,400
1975
– –
-46,858
77 78
79
80 81