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
$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
– –
-186
2002
– –
-1,633
2003
– –
-250
2004
– –
-333
2005
$0 ﹤0.01%
1
2006
– –
-2,320
2007
– –
-236
2008
– –
-65
2009
– –
-9,670
2010
– –
-76
2011
– –
-9,000
2012
– –
-8,000
2013
– –
-166
2014
– –
-692
2015
– –
-20,600
2016
– –
-10,532
2017
– –
-13
2018
$0 ﹤0.01%
2
2019
– –
-66
2020
– –
-19,427
2021
– –
-2,498
2022
– –
-571
2023
– –
-132
2024
$0 ﹤0.01%
13
2025
– –
-5,600
79 80
81
82 83