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
1976
– –
-35,718
1977
– –
-32,400
1978
– –
-46,858
1979
– –
-18,940
1980
– –
-3
1981
– –
-41,800
1982
– –
-23,100
1983
– –
-680
1984
– –
-8,421
1985
– –
-139
1986
– –
-1,512
1987
– –
-1,223
1988
– –
-25,800
1989
– –
-5,194
1990
– –
-5,000
1991
– –
-236
1992
– –
-38,100
1993
– –
-71,500
1994
– –
-57,790
1995
$0 ﹤0.01%
+30
1996
$0 ﹤0.01%
192
1997
– –
-156
1998
– –
-395
1999
– –
-21,800
2000
– –
-311
78 79
80
81 82