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

Top Buys

1
+$242M
2
+$233M
3
+$198M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$167M
5
BSX icon
Boston Scientific
BSX
+$162M

Top Sells

1
+$387M
2
+$273M
3
+$222M
4
KEY icon
KeyCorp
KEY
+$221M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$201M

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
– –
-330
2027
– –
-18
2028
– –
-73
2029
– –
-5,500
2030
– –
-214
2031
– –
-198
2032
– –
-13,200
2033
– –
-236
2034
– –
-790
2035
– –
-8
2036
– –
-390
2037
– –
-1,215
2038
– –
-524
2039
– –
-22,800
2040
– –
-2,502
2041
– –
-10,897
2042
– –
-70
2043
– –
-6,641
2044
– –
-4,898
2045
– –
-1,563
2046
– –
-15,393
2047
– –
-602
2048
– –
-106
2049
– –
-889
2050
– –
-1,000
80 81
82
83 84