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
$47.7B
AUM Growth
-$2.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,053
New
Increased
Reduced
Closed

Top Buys

1
+$333M
2
+$245M
3
+$237M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$230M
5
MS icon
Morgan Stanley
MS
+$229M

Top Sells

1
+$371M
2
+$276M
3
+$198M
4
IQV icon
IQVIA
IQV
+$189M
5
KEYS icon
Keysight
KEYS
+$179M

Sector Composition

1 Technology 22.9%
2 Financials 13.42%
3 Healthcare 12.2%
4 Consumer Discretionary 10.99%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
– –
-142
1952
– –
-417
1953
– –
-3,765
1954
– –
-281
1955
$0 ﹤0.01%
1
1956
– –
-4,700
1957
– –
-210
1958
– –
-798
1959
$0 ﹤0.01%
+20
1960
$0 ﹤0.01%
+5
1961
– –
-11
1962
– –
-713
1963
– –
-4,265
1964
– –
-88
1965
– –
-330
1966
$0 ﹤0.01%
1
1967
– –
-37
1968
– –
0
1969
– –
-132
1970
– –
-132
1971
– –
-134
1972
– –
-132
1973
– –
-124
1974
– –
-141
1975
– –
-134
77 78
79
80 81