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

Top Buys

1
+$399M
2
+$187M
3
+$184M
4
V icon
Visa
V
+$156M
5
MSFT icon
Microsoft
MSFT
+$145M

Top Sells

1
+$193M
2
+$153M
3
+$133M
4
WFC icon
Wells Fargo
WFC
+$131M
5
COST icon
Costco
COST
+$95.4M

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
– –
-7,500
2027
– –
-8,800
2028
– –
-288
2029
– –
-240
2030
– –
-332
2031
– –
-5,900
2032
– –
-1,308
2033
– –
-28
2034
– –
-50
2035
– –
-10,700
2036
– –
-84
2037
– –
-106
2038
– –
0
2039
– –
-159
2040
– –
-630
2041
– –
-1,522
2042
– –
-260
2043
– –
-135
2044
– –
-8,100
2045
– –
-70
2046
– –
-185,000
2047
– –
-212
2048
– –
-754
2049
– –
-270
2050
– –
-428
80 81
82
83 84