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
$21.7B
AUM Growth
+$1.83B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,217
New
Increased
Reduced
Closed

Top Buys

1
+$408M
2
+$202M
3
+$181M
4
V icon
Visa
V
+$151M
5
MSFT icon
Microsoft
MSFT
+$150M

Top Sells

1
+$189M
2
+$143M
3
+$132M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$129M
5
COST icon
Costco
COST
+$100M

Sector Composition

1 Financials 16.27%
2 Technology 12.55%
3 Healthcare 11.47%
4 Consumer Discretionary 10.44%
5 Industrials 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-24,700
2002
– –
-55
2003
– –
-10,300
2004
$0 ﹤0.01%
+1
2005
– –
-33,100
2006
– –
-47,900
2007
– –
-46
2008
– –
-402
2009
– –
-9,400
2010
– –
-520
2011
– –
-412
2012
– –
0
2013
– –
-1,075
2014
– –
-714
2015
– –
-339
2016
– –
-28,400
2017
$0 ﹤0.01%
13
2018
– –
-1,402
2019
– –
-2,268
2020
– –
-7,500
2021
– –
-8,800
2022
– –
-288
2023
– –
-240
2024
$0 ﹤0.01%
+20
2025
– –
-332
79 80
81
82 83