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
$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
– –
-100
2002
– –
-2,145
2003
– –
-1,270
2004
$0 ﹤0.01%
+5
2005
– –
-27
2006
– –
-75
2007
– –
-47
2008
$0 ﹤0.01%
1
2009
$0 ﹤0.01%
10
2010
– –
0
2011
– –
-7,750
2012
– –
-19,653
2013
– –
-63
2014
– –
0
2015
– –
-39
2016
– –
-6
2017
– –
-23,520
2018
– –
-1,185
2019
– –
-47
2020
– –
-5
2021
– –
-1,301
2022
– –
-3,760
2023
– –
-1,171
2024
– –
-1,866
2025
– –
-27,466
78 79 80
81
82