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
$47.7B
AUM Growth
-$2.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,053
New
Increased
Reduced
Closed

Top Buys

1
+$328M
2
+$253M
3
+$211M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$211M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$210M

Top Sells

1
+$417M
2
+$265M
3
+$209M
4
IQV icon
IQVIA
IQV
+$193M
5
APTV icon
Aptiv
APTV
+$191M

Sector Composition

1 Technology 22.9%
2 Financials 13.42%
3 Healthcare 12.2%
4 Consumer Discretionary 10.99%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-1,319
2002
– –
0
2003
– –
-39
2004
– –
-6
2005
– –
-23,520
2006
– –
-27,466
2007
– –
-235
2008
– –
-38
2009
– –
-2,200
2010
– –
-827
2011
– –
-75
2012
– –
-29
2013
– –
-73
2014
$0 ﹤0.01%
+20
2015
– –
-59
2016
– –
-622
2017
$0 ﹤0.01%
+5
2018
– –
-252
2019
– –
-440
2020
– –
0
2021
– –
0
2022
– –
-400
2023
– –
-12
2024
– –
-100
2025
– –
-2,983
78 79 80
81
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