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
$41.1B
AUM Growth
+$2.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,325
New
Increased
Reduced
Closed

Top Buys

1
+$345M
2
+$274M
3
+$249M
4
COR icon
Cencora
COR
+$240M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$225M

Top Sells

1
+$416M
2
+$214M
3
+$165M
4
ADBE icon
Adobe
ADBE
+$163M
5
LHX icon
L3Harris
LHX
+$161M

Sector Composition

1 Technology 20.78%
2 Financials 12.89%
3 Healthcare 12.56%
4 Industrials 9.99%
5 Consumer Discretionary 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-58
2002
– –
0
2003
– –
0
2004
– –
-5,538
2005
– –
-790
2006
– –
-20
2007
– –
-18,756
2008
– –
-120
2009
– –
-312
2010
– –
-466
2011
– –
-289
2012
– –
-337
2013
– –
0
2014
– –
-122,850
2015
– –
-634
2016
– –
-1,536,999
2017
– –
0
2018
– –
-2,400
2019
– –
-3,884
2020
– –
-13,580
2021
– –
-57
2022
– –
0
2023
– –
-312,677
2024
– –
-1,770
2025
– –
-60
79 80
81
82 83