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
$21.7B
AUM Growth
+$1.83B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,217
New
Increased
Reduced
Closed

Top Buys

1
+$408M
2
+$202M
3
+$181M
4
V icon
Visa
V
+$151M
5
MSFT icon
Microsoft
MSFT
+$150M

Top Sells

1
+$189M
2
+$143M
3
+$132M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$129M
5
COST icon
Costco
COST
+$100M

Sector Composition

1 Financials 16.27%
2 Technology 12.55%
3 Healthcare 11.47%
4 Consumer Discretionary 10.44%
5 Industrials 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-1,522
2027
– –
-260
2028
– –
-135
2029
– –
-8,100
2030
– –
-70
2031
– –
-185,000
2032
– –
-212
2033
– –
-754
2034
– –
-270
2035
– –
-428
2036
– –
-300
2037
– –
0
2038
– –
-412
2039
– –
-92
2040
– –
-69,300
2041
– –
-2,403
2042
– –
-700
2043
$0 ﹤0.01%
25
2044
– –
-180,000
2045
– –
-2,405
2046
– –
-45
2047
$0 ﹤0.01%
1
2048
– –
-478
2049
– –
-20,800
2050
– –
-20,200
80 81
82
83 84