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
2,119
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
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
$0 ﹤0.01%
18
-492
2002
$0 ﹤0.01%
13
2003
– –
-77
2004
– –
-106
2005
$0 ﹤0.01%
5
2006
– –
-4,500
2007
– –
-431
2008
$0 ﹤0.01%
5
-5
2009
– –
-393
2010
– –
-10
2011
– –
-45
2012
– –
-67
2013
– –
-4,000
2014
– –
-12,488
2015
$0 ﹤0.01%
5
2016
– –
-282
2017
– –
0
2018
– –
-790
2019
– –
-195
2020
– –
-15
2021
– –
-5
2022
– –
-296
2023
– –
-47
2024
– –
-1,583
2025
– –
-693
79 80
81
82 83