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
$45.5B
AUM Growth
-$1.58B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,416
New
Increased
Reduced
Closed

Top Buys

1 +$173M
2 +$172M
3 +$117M
4
LLY icon
Eli Lilly
LLY
+$116M
5
META icon
Meta Platforms (Facebook)
META
+$98.7M

Top Sells

1 +$166M
2 +$117M
3 +$86.6M
4
ABBV icon
AbbVie
ABBV
+$75.1M
5
AAPL icon
Apple
AAPL
+$73.7M

Sector Composition

1 Technology 24.62%
2 Financials 12.55%
3 Healthcare 11.02%
4 Consumer Discretionary 9.59%
5 Industrials 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$2K ﹤0.01%
164
+88
2002
$2K ﹤0.01%
340
+14
2003
$2K ﹤0.01%
326
+17
2004
$2K ﹤0.01%
24
2005
$2K ﹤0.01%
245
+19
2006
$2K ﹤0.01%
+270
2007
$2K ﹤0.01%
105
+65
2008
$2K ﹤0.01%
55
2009
$2K ﹤0.01%
274
2010
$2K ﹤0.01%
24
2011
$2K ﹤0.01%
76
2012
$2K ﹤0.01%
118
-44
2013
$2K ﹤0.01%
74
+33
2014
$2K ﹤0.01%
+104
2015
$2K ﹤0.01%
65
2016
$2K ﹤0.01%
124
+61
2017
$2K ﹤0.01%
26
2018
$2K ﹤0.01%
364
2019
$2K ﹤0.01%
44
2020
$2K ﹤0.01%
65
2021
$2K ﹤0.01%
227
-2,750
2022
$2K ﹤0.01%
+93
2023
$2K ﹤0.01%
+241
2024
$2K ﹤0.01%
93
2025
$2K ﹤0.01%
72