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

Top Buys

1
+$245M
2
+$236M
3
+$214M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$170M
5
BSX icon
Boston Scientific
BSX
+$163M

Top Sells

1
+$402M
2
+$281M
3
+$229M
4
KEY icon
KeyCorp
KEY
+$209M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$209M

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
– –
-10,376
2002
$0 ﹤0.01%
2
2003
– –
-66
2004
– –
-19,427
2005
– –
-2,498
2006
– –
-571
2007
– –
-132
2008
$0 ﹤0.01%
13
2009
– –
-5,600
2010
– –
-330
2011
– –
-18
2012
– –
-163
2013
– –
-73
2014
– –
-5,500
2015
– –
-214
2016
– –
-198
2017
– –
-13,200
2018
– –
-236
2019
– –
-790
2020
– –
-8
2021
– –
-390
2022
– –
-1,215
2023
– –
-524
2024
– –
-22,800
2025
– –
-2,502
79 80
81
82 83