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
$42.1B
AUM Growth
+$1.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,241
New
Increased
Reduced
Closed

Top Buys

1
+$195M
2
+$184M
3
+$178M
4
MGM icon
MGM Resorts International
MGM
+$144M
5
CLH icon
Clean Harbors
CLH
+$130M

Top Sells

1
+$273M
2
+$265M
3
+$256M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$236M
5
AME icon
Ametek
AME
+$185M

Sector Composition

1 Technology 24.08%
2 Financials 12.47%
3 Healthcare 11.82%
4 Industrials 10.02%
5 Consumer Discretionary 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-747
2002
– –
-8,197
2003
– –
0
2004
– –
-272
2005
– –
0
2006
– –
-132
2007
– –
0
2008
– –
-1,767
2009
– –
0
2010
– –
-300
2011
– –
-56
2012
– –
-3,205
2013
$0 ﹤0.01%
20
2014
– –
-44
2015
$0 ﹤0.01%
+2
2016
– –
0
2017
– –
-537,647
2018
– –
-180,104
2019
– –
0
2020
– –
-16,994
2021
– –
-1,732
2022
– –
-1,057
2023
– –
0
2024
– –
-168
2025
– –
-1,503
79 80
81
82 83