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
$47.1B
AUM Growth
+$5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,410
New
Increased
Reduced
Closed

Top Buys

1
+$418M
2
+$325M
3
+$122M
4
LOW icon
Lowe's Companies
LOW
+$105M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$98.1M

Top Sells

1
+$203M
2
+$176M
3
+$165M
4
ZTS icon
Zoetis
ZTS
+$122M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$117M

Sector Composition

1 Technology 25.47%
2 Financials 12.17%
3 Healthcare 10.82%
4 Consumer Discretionary 10.33%
5 Industrials 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$2K ﹤0.01%
145
+95
2002
$2K ﹤0.01%
72
-2
2003
$2K ﹤0.01%
95
2004
$2K ﹤0.01%
+64
2005
$2K ﹤0.01%
+53
2006
$2K ﹤0.01%
+14
2007
$2K ﹤0.01%
+40
2008
$2K ﹤0.01%
237
+137
2009
$2K ﹤0.01%
+20
2010
$2K ﹤0.01%
+41
2011
$2K ﹤0.01%
+74
2012
$2K ﹤0.01%
+25
2013
$2K ﹤0.01%
+37
2014
$2K ﹤0.01%
102
+52
2015
$2K ﹤0.01%
+95
2016
$2K ﹤0.01%
19
2017
$2K ﹤0.01%
+7
2018
$2K ﹤0.01%
448
+38
2019
$2K ﹤0.01%
254
+139
2020
$2K ﹤0.01%
+109
2021
$2K ﹤0.01%
+157
2022
$2K ﹤0.01%
88
2023
$2K ﹤0.01%
+58
2024
$2K ﹤0.01%
450
+200
2025
$2K ﹤0.01%
+56
79 80
81
82 83