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
$26B
AUM Growth
+$3.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,149
New
Increased
Reduced
Closed

Top Buys

1
+$245M
2
+$236M
3
+$214M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$170M
5
BSX icon
Boston Scientific
BSX
+$163M

Top Sells

1
+$402M
2
+$281M
3
+$229M
4
KEY icon
KeyCorp
KEY
+$209M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$209M

Sector Composition

1 Technology 16.24%
2 Healthcare 14.55%
3 Financials 14.07%
4 Consumer Discretionary 11.27%
5 Industrials 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-10,897
2027
– –
-70
2028
– –
-6,641
2029
– –
-809
2030
– –
-5,000
2031
– –
-238
2032
– –
-4,898
2033
– –
-1,563
2034
– –
-15,393
2035
– –
-602
2036
– –
-889
2037
– –
-1,000
2038
– –
-81
2039
– –
-866
2040
– –
-589
2041
– –
-827
2042
– –
-9,482
2043
– –
-78
2044
– –
-239
2045
– –
-1,070
2046
– –
-16
2047
– –
-600
2048
– –
-17
2049
– –
-1,550
2050
– –
-6,284
80 81
82
83 84