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
$65.4B
AUM Growth
+$3.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,787
New
Increased
Reduced
Closed

Top Buys

1 +$380M
2 +$290M
3 +$236M
4
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$228M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$192M

Top Sells

1 +$321M
2 +$285M
3 +$239M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$179M
5
CBRE icon
CBRE Group
CBRE
+$176M

Sector Composition

1 Technology 28.63%
2 Financials 14.15%
3 Communication Services 9.53%
4 Consumer Discretionary 9.36%
5 Healthcare 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DFAR icon
2001
Dimensional US Real Estate ETF
DFAR
$1.4B
$8K ﹤0.01%
356
-6
DLB icon
2002
Dolby
DLB
$6.45B
$8K ﹤0.01%
115
-110
DXPE icon
2003
DXP Enterprises
DXPE
$1.71B
$8K ﹤0.01%
+71
ERIC icon
2004
Ericsson
ERIC
$31.9B
$8K ﹤0.01%
958
+226
G icon
2005
Genpact
G
$8.24B
$8K ﹤0.01%
186
+38
GMAB icon
2006
Genmab
GMAB
$19.3B
$8K ﹤0.01%
286
+55
HP icon
2007
Helmerich & Payne
HP
$2.9B
$8K ﹤0.01%
393
+141
IAC icon
2008
IAC Inc
IAC
$2.99B
$8K ﹤0.01%
221
+47
IX icon
2009
ORIX
IX
$32B
$8K ﹤0.01%
322
+124
IYJ icon
2010
iShares US Industrials ETF
IYJ
$1.72B
$8K ﹤0.01%
54
-166
KMT icon
2011
Kennametal
KMT
$2.23B
$8K ﹤0.01%
417
+347
MTX icon
2012
Minerals Technologies
MTX
$1.93B
$8K ﹤0.01%
126
+58
NTES icon
2013
NetEase
NTES
$88.1B
$8K ﹤0.01%
50
-612
PFS icon
2014
Provident Financial Services
PFS
$2.75B
$8K ﹤0.01%
420
+197
QNST icon
2015
QuinStreet
QNST
$823M
$8K ﹤0.01%
487
+109
RAMP icon
2016
LiveRamp
RAMP
$1.92B
$8K ﹤0.01%
318
+27
SEM icon
2017
Select Medical
SEM
$1.91B
$8K ﹤0.01%
618
+307
SSTK icon
2018
Shutterstock
SSTK
$667M
$8K ﹤0.01%
398
+61
UHT
2019
Universal Health Realty Income Trust
UHT
$587M
$8K ﹤0.01%
192
+79
UPST icon
2020
Upstart Holdings
UPST
$4.8B
$8K ﹤0.01%
165
+100
VOD icon
2021
Vodafone
VOD
$29.8B
$8K ﹤0.01%
699
+108
WLK icon
2022
Westlake Corp
WLK
$9.54B
$8K ﹤0.01%
97
+54
WS icon
2023
Worthington Steel
WS
$1.82B
$8K ﹤0.01%
245
+173
AHR icon
2024
American Healthcare REIT
AHR
$8.42B
$8K ﹤0.01%
+195
PRMB
2025
Primo Brands
PRMB
$6.01B
$8K ﹤0.01%
355