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
$26B
AUM Growth
+$3.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,149
New
Increased
Reduced
Closed

Top Buys

1
+$242M
2
+$233M
3
+$198M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$167M
5
BSX icon
Boston Scientific
BSX
+$162M

Top Sells

1
+$387M
2
+$273M
3
+$222M
4
KEY icon
KeyCorp
KEY
+$221M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$201M

Sector Composition

1 Technology 16.24%
2 Healthcare 14.55%
3 Financials 14.07%
4 Consumer Discretionary 11.27%
5 Industrials 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$0 ﹤0.01%
13
2002
– –
-5,600
2003
– –
-330
2004
– –
-18
2005
– –
-163
2006
– –
-73
2007
– –
-5,500
2008
– –
-214
2009
– –
-198
2010
– –
-13,200
2011
– –
-236
2012
– –
-524
2013
– –
-22,800
2014
– –
-2,502
2015
– –
-10,897
2016
– –
-70
2017
– –
-6,641
2018
– –
-602
2019
– –
-106
2020
– –
-827
2021
– –
-9,482
2022
– –
-78
2023
– –
-239
2024
– –
-1,070
2025
– –
-600
79 80
81
82 83