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
$65.4B
AUM Growth
+$3.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,787
New
Increased
Reduced
Closed

Top Buys

1 +$380M
2 +$290M
3 +$236M
4
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$228M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$192M

Top Sells

1 +$321M
2 +$285M
3 +$239M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$179M
5
CBRE icon
CBRE Group
CBRE
+$176M

Sector Composition

1 Technology 28.63%
2 Financials 14.15%
3 Communication Services 9.53%
4 Consumer Discretionary 9.36%
5 Healthcare 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CART icon
2001
Maplebear
CART
$9.01B
$8K ﹤0.01%
233
-118
CCOI icon
2002
Cogent Communications
CCOI
$1.18B
$8K ﹤0.01%
215
-131
DFAR icon
2003
Dimensional US Real Estate ETF
DFAR
$1.54B
$8K ﹤0.01%
356
-6
DLB icon
2004
Dolby
DLB
$6.16B
$8K ﹤0.01%
115
-110
DXPE icon
2005
DXP Enterprises
DXPE
$2.34B
$8K ﹤0.01%
+71
ERIC icon
2006
Ericsson
ERIC
$37B
$8K ﹤0.01%
958
+226
G icon
2007
Genpact
G
$6.93B
$8K ﹤0.01%
186
+38
GMAB icon
2008
Genmab
GMAB
$19.2B
$8K ﹤0.01%
286
+55
HP icon
2009
Helmerich & Payne
HP
$3.67B
$8K ﹤0.01%
393
+141
IAC icon
2010
IAC Inc
IAC
$2.76B
$8K ﹤0.01%
221
+47
IX icon
2011
ORIX
IX
$35.7B
$8K ﹤0.01%
322
+124
IYJ icon
2012
iShares US Industrials ETF
IYJ
$2.14B
$8K ﹤0.01%
54
-166
KMT icon
2013
Kennametal
KMT
$3.07B
$8K ﹤0.01%
417
+347
MTX icon
2014
Minerals Technologies
MTX
$2.27B
$8K ﹤0.01%
126
+58
NTES icon
2015
NetEase
NTES
$77.6B
$8K ﹤0.01%
50
-612
PFS icon
2016
Provident Financial Services
PFS
$3.1B
$8K ﹤0.01%
420
+197
QNST icon
2017
QuinStreet
QNST
$696M
$8K ﹤0.01%
487
+109
RAMP icon
2018
LiveRamp
RAMP
$1.48B
$8K ﹤0.01%
318
+27
SEM icon
2019
Select Medical
SEM
$1.94B
$8K ﹤0.01%
618
+307
SSTK icon
2020
Shutterstock
SSTK
$664M
$8K ﹤0.01%
398
+61
UHT
2021
Universal Health Realty Income Trust
UHT
$586M
$8K ﹤0.01%
192
+79
UPST icon
2022
Upstart Holdings
UPST
$3.69B
$8K ﹤0.01%
165
+100
VOD icon
2023
Vodafone
VOD
$35.3B
$8K ﹤0.01%
699
+108
WLK icon
2024
Westlake Corp
WLK
$12.3B
$8K ﹤0.01%
97
+54
AHR icon
2025
American Healthcare REIT
AHR
$8.73B
$8K ﹤0.01%
+195