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
1976
– –
-4,700
1977
– –
-210
1978
– –
-798
1979
$0 ﹤0.01%
+20
1980
$0 ﹤0.01%
+5
1981
– –
-11
1982
– –
-4,265
1983
– –
-88
1984
– –
-330
1985
$0 ﹤0.01%
1
1986
– –
-37
1987
– –
0
1988
– –
-132
1989
– –
-132
1990
– –
-134
1991
– –
-132
1992
– –
-124
1993
– –
-141
1994
– –
-134
1995
– –
-440
1996
– –
-7
1997
– –
-1,700
1998
– –
-1,965
1999
$0 ﹤0.01%
+15
2000
– –
-1,000
78 79
80
81 82