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
$61.6B
AUM Growth
+$5.83B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,729
New
Increased
Reduced
Closed

Top Buys

1
+$428M
2
+$311M
3
+$302M
4
SPOT icon
Spotify
SPOT
+$265M
5
SHW icon
Sherwin-Williams
SHW
+$208M

Top Sells

1
+$368M
2
+$310M
3
+$286M
4
TTWO icon
Take-Two Interactive
TTWO
+$244M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$243M

Sector Composition

1 Technology 29.07%
2 Financials 14.05%
3 Consumer Discretionary 9.88%
4 Industrials 9.29%
5 Communication Services 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$5K ﹤0.01%
448
2002
$5K ﹤0.01%
+282
2003
$5K ﹤0.01%
428
2004
$5K ﹤0.01%
191
2005
$5K ﹤0.01%
98
2006
$5K ﹤0.01%
200
-361
2007
$5K ﹤0.01%
528
2008
$5K ﹤0.01%
1,040
+250
2009
$5K ﹤0.01%
462
-143
2010
$5K ﹤0.01%
+63
2011
$5K ﹤0.01%
88
-14
2012
$5K ﹤0.01%
469
-880
2013
$5K ﹤0.01%
477
2014
$5K ﹤0.01%
+229
2015
$5K ﹤0.01%
314
2016
$5K ﹤0.01%
116
+35
2017
$5K ﹤0.01%
183
+169
2018
$5K ﹤0.01%
524
-856
2019
$5K ﹤0.01%
66
-109
2020
$5K ﹤0.01%
130
2021
$5K ﹤0.01%
+289
2022
$5K ﹤0.01%
151
2023
$5K ﹤0.01%
2,500
2024
$5K ﹤0.01%
231
+230
2025
$5K ﹤0.01%
+80
79 80
81
82 83