Bessemer Group

Bessemer Group Portfolio holdings

AUM $63.6B
1-Year Est. Return 28.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.77%
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
– –
-17
2027
– –
-977
2028
– –
-214
2029
– –
-484
2030
– –
-210
2031
– –
-233
2032
– –
-483
2033
– –
-448
2034
– –
-230
2035
– –
-11,600
2036
– –
-310
2037
– –
-5,000
2038
– –
-13,400
2039
– –
-482
2040
– –
-89
2041
– –
-30
2042
– –
-250
2043
– –
-488
2044
– –
-296
2045
– –
-6,544
2046
– –
-43,919
2047
– –
-256
2048
– –
-153
2049
– –
-188
2050
– –
-942
80 81
82
83 84