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
$23B
AUM Growth
-$3.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,169
New
Increased
Reduced
Closed

Top Buys

1
+$379M
2
+$284M
3
+$239M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$228M
5
VT icon
Vanguard Total World Stock ETF
VT
+$218M

Top Sells

1
+$227M
2
+$215M
3
+$197M
4
MO icon
Altria Group
MO
+$177M
5
QCOM icon
Qualcomm
QCOM
+$174M

Sector Composition

1 Financials 14.54%
2 Technology 14.2%
3 Healthcare 13.45%
4 Consumer Discretionary 11.12%
5 Industrials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-1,015
2027
– –
-2,287
2028
$0 ﹤0.01%
13
2029
– –
-850
2030
– –
-113
2031
– –
-381,586
2032
– –
-294,597
2033
– –
-156,333
2034
– –
-2,000
2035
– –
-356,175
2036
– –
-248,047
2037
– –
-348
2038
– –
-167
2039
– –
-1
2040
$0 ﹤0.01%
+8
2041
– –
-201
2042
– –
-67
2043
– –
-144
2044
– –
-16
2045
– –
-287
2046
– –
-200
2047
– –
-23,462
2048
$0 ﹤0.01%
+16
2049
– –
-81,769
2050
– –
-81,873
80 81
82
83 84