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
$26B
AUM Growth
+$3.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,149
New
Increased
Reduced
Closed

Top Buys

1
+$245M
2
+$236M
3
+$214M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$170M
5
BSX icon
Boston Scientific
BSX
+$163M

Top Sells

1
+$402M
2
+$281M
3
+$229M
4
KEY icon
KeyCorp
KEY
+$209M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$209M

Sector Composition

1 Technology 16.24%
2 Healthcare 14.55%
3 Financials 14.07%
4 Consumer Discretionary 11.27%
5 Industrials 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
– –
-13,600
1952
– –
-1,547
1953
– –
-5,100
1954
– –
-214
1955
– –
-11,100
1956
– –
-60
1957
– –
-4,678
1958
– –
-203
1959
– –
-8,900
1960
– –
-52
1961
– –
-109
1962
– –
-9,400
1963
– –
-620
1964
– –
-94
1965
– –
-11,665
1966
– –
-1,000
1967
– –
-2,412
1968
– –
-1,042
1969
– –
-7,272
1970
– –
-692
1971
– –
-18
1972
– –
-21,464
1973
$0 ﹤0.01%
5
-392
1974
– –
-71
1975
– –
-3,200
77 78
79
80 81