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
$40.1B
AUM Growth
-$7.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,118
New
Increased
Reduced
Closed

Top Buys

1
+$497M
2
+$439M
3
+$280M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$274M
5
WMT icon
Walmart Inc
WMT
+$251M

Top Sells

1
+$274M
2
+$221M
3
+$175M
4
AZPN
ASPEN TECHNOLOGY INC
AZPN
+$168M
5
GE icon
GE Aerospace
GE
+$162M

Sector Composition

1 Technology 20.44%
2 Healthcare 13.15%
3 Financials 12.35%
4 Industrials 9.08%
5 Consumer Discretionary 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
– –
-1,200
1952
– –
-76
1953
– –
-16,556
1954
$0 ﹤0.01%
5
1955
– –
-316
1956
– –
-20
1957
– –
-40
1958
$0 ﹤0.01%
+5
1959
– –
-391
1960
– –
-298
1961
– –
-16
1962
– –
-2,599
1963
$0 ﹤0.01%
+8
1964
– –
-86
1965
$0 ﹤0.01%
15
1966
$0 ﹤0.01%
2
-6
1967
– –
-4,355
1968
– –
-36
1969
– –
-40
1970
– –
-190
1971
– –
-818
1972
– –
-1,454
1973
– –
-48
1974
– –
-14,562
1975
– –
-230
77 78
79
80 81