Bessemer Group

Bessemer Group Portfolio holdings

AUM $65.1B
1-Year Est. Return 26.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$24B
AUM Growth
+$2.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,100
New
Increased
Reduced
Closed

Top Buys

1
+$281M
2
+$256M
3
+$254M
4
LLY icon
Eli Lilly
LLY
+$249M
5
MO icon
Altria Group
MO
+$237M

Top Sells

1
+$482M
2
+$165M
3
+$160M
4
ARMK icon
Aramark
ARMK
+$158M
5
PARA
Paramount Global Class B
PARA
+$158M

Sector Composition

1 Financials 15.29%
2 Technology 12.82%
3 Healthcare 12.01%
4 Consumer Discretionary 11.87%
5 Consumer Staples 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$0 ﹤0.01%
2
-937
2002
– –
-172,500
2003
– –
-400
2004
– –
-80
2005
– –
-517
2006
– –
-3
2007
– –
-25,292
2008
– –
-172
2009
$0 ﹤0.01%
10
-724
2010
– –
-50
2011
– –
-211
2012
– –
-34,400
2013
– –
-40
2014
– –
-34
2015
– –
-259
2016
– –
-269
2017
– –
-2,045
2018
– –
-99
77 78 79 80
81