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

Top Buys

1
+$333M
2
+$245M
3
+$237M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$230M
5
MS icon
Morgan Stanley
MS
+$229M

Top Sells

1
+$371M
2
+$276M
3
+$198M
4
IQV icon
IQVIA
IQV
+$189M
5
KEYS icon
Keysight
KEYS
+$179M

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
– –
-535
2002
– –
-419
2003
– –
0
2004
$0 ﹤0.01%
+5
2005
– –
-1,020
2006
– –
0
2007
– –
-29
2008
– –
-439
2009
– –
0
2010
– –
-158
2011
– –
-564,945
2012
– –
-630
2013
– –
-67,480
2014
$0 ﹤0.01%
25
2015
– –
-100
2016
– –
-2,145
2017
– –
-1,270
2018
$0 ﹤0.01%
+5
2019
– –
-27
2020
– –
-75
2021
– –
-47
2022
$0 ﹤0.01%
1
2023
$0 ﹤0.01%
10
2024
– –
0
2025
– –
-7,750
78 79 80
81
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