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
– –
-70
2002
– –
-272
2003
– –
-126
2004
– –
0
2005
– –
-5,209
2006
– –
-1,033
2007
– –
-246
2008
– –
-13,600
2009
– –
-1,547
2010
– –
-60
2011
– –
-4,678
2012
– –
-203
2013
– –
-560
2014
– –
-728
2015
– –
-1,706
2016
– –
-1,000
2017
– –
-5,200
2018
– –
-145
2019
$0 ﹤0.01%
+1
2020
– –
-46
2021
– –
-560
2022
– –
-360
2023
$0 ﹤0.01%
+5
2024
– –
-3,788
2025
– –
-1,586
79 80
81
82 83