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
$61.3B
AUM Growth
+$551M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,772
New
Increased
Reduced
Closed

Top Buys

1
+$350M
2
+$207M
3
+$199M
4
APO icon
Apollo Global Management
APO
+$194M
5
ILMN icon
Illumina
ILMN
+$191M

Top Sells

1
+$280M
2
+$237M
3
+$231M
4
CP icon
Canadian Pacific Kansas City
CP
+$226M
5
SHW icon
Sherwin-Williams
SHW
+$200M

Sector Composition

1 Technology 28.44%
2 Financials 14.4%
3 Consumer Discretionary 11.16%
4 Healthcare 9.43%
5 Industrials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$5K ﹤0.01%
379
-99
2002
$5K ﹤0.01%
205
-24
2003
$5K ﹤0.01%
63
+18
2004
$5K ﹤0.01%
90
2005
$5K ﹤0.01%
598
-63
2006
$5K ﹤0.01%
120
-11
2007
$5K ﹤0.01%
106
-3
2008
$5K ﹤0.01%
321
+226
2009
$5K ﹤0.01%
443
2010
$5K ﹤0.01%
236
2011
$5K ﹤0.01%
246
2012
$5K ﹤0.01%
70
2013
$5K ﹤0.01%
483
-93
2014
$5K ﹤0.01%
270
2015
$5K ﹤0.01%
132
-230
2016
$5K ﹤0.01%
71
+51
2017
$5K ﹤0.01%
534
-50
2018
$5K ﹤0.01%
56
-142
2019
$5K ﹤0.01%
54
+24
2020
$5K ﹤0.01%
142
2021
$5K ﹤0.01%
+188
2022
$5K ﹤0.01%
138
-20
2023
$5K ﹤0.01%
639
+456
2024
$5K ﹤0.01%
81
2025
$5K ﹤0.01%
188
79 80
81
82 83