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
$38.3B
AUM Growth
-$1.79B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,230
New
Increased
Reduced
Closed

Top Buys

1
+$501M
2
+$374M
3
+$235M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$227M
5
MSI icon
Motorola Solutions
MSI
+$224M

Top Sells

1
+$471M
2
+$333M
3
+$278M
4
WMT icon
Walmart Inc
WMT
+$253M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$212M

Sector Composition

1 Technology 21.62%
2 Healthcare 12.79%
3 Financials 12.71%
4 Industrials 9.71%
5 Consumer Discretionary 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-10,000
2002
$0 ﹤0.01%
5
2003
$0 ﹤0.01%
15
2004
– –
-125
2005
– –
-79
2006
– –
-35
2007
$0 ﹤0.01%
10
2008
– –
-98
2009
$0 ﹤0.01%
45
2010
– –
-199
2011
– –
-1,700
2012
– –
-135
2013
– –
-15
2014
– –
-346
2015
– –
-41
2016
– –
-126
2017
– –
-7,400
2018
– –
-10
2019
– –
-242
2020
– –
-37,380
2021
– –
-32
2022
– –
-40
2023
– –
-58
2024
– –
-25
2025
– –
-31
79 80
81
82 83