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
$56.7B
AUM Growth
+$1.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,185
New
Increased
Reduced
Closed

Top Buys

1
+$196M
2
+$187M
3
+$180M
4
KKR icon
KKR & Co
KKR
+$168M
5
WAB icon
Wabtec
WAB
+$130M

Top Sells

1
+$289M
2
+$265M
3
+$185M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$175M
5
AVGO icon
Broadcom
AVGO
+$145M

Sector Composition

1 Technology 27.72%
2 Financials 12.33%
3 Consumer Discretionary 10.92%
4 Healthcare 10.28%
5 Industrials 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$1K ﹤0.01%
10
-599
2002
$1K ﹤0.01%
48
2003
$1K ﹤0.01%
23
2004
$1K ﹤0.01%
55
2005
$1K ﹤0.01%
27
2006
$1K ﹤0.01%
200
2007
$1K ﹤0.01%
5
-16
2008
$1K ﹤0.01%
30
2009
$1K ﹤0.01%
181
-14
2010
$1K ﹤0.01%
+58
2011
$1K ﹤0.01%
116
2012
$1K ﹤0.01%
20
-65
2013
$1K ﹤0.01%
34
-44
2014
$1K ﹤0.01%
423
-248
2015
$1K ﹤0.01%
5
-25
2016
$1K ﹤0.01%
32
-113
2017
$1K ﹤0.01%
27
2018
$1K ﹤0.01%
81
2019
– –
-750
2020
$0 ﹤0.01%
2
2021
– –
-2
2022
– –
-33
2023
– –
-338
2024
– –
-389
2025
– –
-356
79 80
81
82 83