Bessemer Group

Bessemer Group Portfolio holdings

AUM $63.6B
1-Year Est. Return 28.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.77%
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
1976
$0 ﹤0.01%
5
-15
1977
– –
-112
1978
– –
-160
1979
– –
-372
1980
$0 ﹤0.01%
545
1981
– –
-5
1982
– –
-12,586
1983
– –
-500
1984
– –
-5,588
1985
– –
-78
1986
– –
-1,373
1987
– –
-357,577
1988
– –
-35
1989
$0 ﹤0.01%
+15
1990
– –
-64
1991
– –
0
1992
$0 ﹤0.01%
48
1993
– –
-19,404
1994
– –
-230
1995
– –
-251
1996
– –
-81
1997
$0 ﹤0.01%
5
1998
– –
-2
1999
$0 ﹤0.01%
18
-492
2000
$0 ﹤0.01%
13
78 79
80
81 82