Bessemer Group

Bessemer Group Portfolio holdings

AUM $63.6B
1-Year Est. Return 28.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$55.3B
AUM Growth
+$4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,264
New
Increased
Reduced
Closed

Top Buys

1
+$218M
2
+$190M
3
+$174M
4
MCK icon
McKesson
MCK
+$173M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$133M

Top Sells

1
+$228M
2
+$208M
3
+$208M
4
COR icon
Cencora
COR
+$198M
5
AON icon
Aon
AON
+$171M

Sector Composition

1 Technology 25.85%
2 Financials 12.53%
3 Consumer Discretionary 11.27%
4 Healthcare 11.08%
5 Industrials 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$1K ﹤0.01%
+10
2002
$1K ﹤0.01%
10
2003
$1K ﹤0.01%
13
2004
$1K ﹤0.01%
14
-411
2005
$1K ﹤0.01%
+9
2006
$1K ﹤0.01%
17
2007
$1K ﹤0.01%
50
2008
$1K ﹤0.01%
4
-1,000
2009
$1K ﹤0.01%
32
2010
$1K ﹤0.01%
30
2011
$1K ﹤0.01%
15
-72
2012
$1K ﹤0.01%
150
2013
$1K ﹤0.01%
33
2014
$1K ﹤0.01%
+222
2015
$1K ﹤0.01%
8
2016
$1K ﹤0.01%
52
2017
$1K ﹤0.01%
200
2018
$1K ﹤0.01%
30
2019
$1K ﹤0.01%
116
2020
$1K ﹤0.01%
50
2021
$1K ﹤0.01%
196
-177
2022
$1K ﹤0.01%
27
2023
– –
-500
2024
– –
-205
2025
– –
-178
79 80
81
82 83