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
$23B
AUM Growth
-$3.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,169
New
Increased
Reduced
Closed

Top Buys

1
+$379M
2
+$284M
3
+$239M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$228M
5
VT icon
Vanguard Total World Stock ETF
VT
+$218M

Top Sells

1
+$227M
2
+$215M
3
+$197M
4
MO icon
Altria Group
MO
+$177M
5
QCOM icon
Qualcomm
QCOM
+$174M

Sector Composition

1 Financials 14.54%
2 Technology 14.2%
3 Healthcare 13.45%
4 Consumer Discretionary 11.12%
5 Industrials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-577
2002
– –
-978
2003
$0 ﹤0.01%
16
-129
2004
– –
-900
2005
– –
-41
2006
– –
-3,950
2007
– –
-5,065
2008
– –
-4,100
2009
– –
-186,668
2010
$0 ﹤0.01%
2
2011
– –
-600
2012
– –
-1,015
2013
– –
-2,287
2014
$0 ﹤0.01%
13
2015
– –
-850
2016
– –
-113
2017
– –
-381,586
2018
– –
-294,597
2019
– –
-156,333
2020
– –
-2,000
2021
– –
-356,175
2022
– –
-248,047
2023
– –
-348
2024
– –
-167
2025
– –
-1
79 80
81
82 83