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
$40.1B
AUM Growth
-$7.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,118
New
Increased
Reduced
Closed

Top Buys

1
+$487M
2
+$422M
3
+$266M
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$246M
5
WMT icon
Walmart Inc
WMT
+$220M

Top Sells

1
+$252M
2
+$206M
3
+$168M
4
C icon
Citigroup
C
+$161M
5
AAPL icon
Apple
AAPL
+$144M

Sector Composition

1 Technology 20.44%
2 Healthcare 13.15%
3 Financials 12.35%
4 Industrials 9.08%
5 Consumer Discretionary 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-3,000
2002
– –
-100
2003
– –
-310
2004
– –
-255
2005
– –
-8,500
2006
– –
0
2007
– –
-538
2008
– –
-4
2009
$0 ﹤0.01%
1
2010
– –
-4
2011
– –
-296
2012
– –
0
2013
$0 ﹤0.01%
+25
2014
– –
-1,191
2015
– –
-491
2016
– –
-894
2017
– –
-27
2018
– –
-248
2019
$0 ﹤0.01%
10
-5
2020
– –
-68
2021
– –
-117
2022
– –
0
2023
– –
-101
2024
– –
-745
2025
– –
-1,483
79 80
81
82 83