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
$47.7B
AUM Growth
-$2.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,053
New
Increased
Reduced
Closed

Top Buys

1
+$333M
2
+$245M
3
+$237M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$230M
5
MS icon
Morgan Stanley
MS
+$229M

Top Sells

1
+$371M
2
+$276M
3
+$198M
4
IQV icon
IQVIA
IQV
+$189M
5
KEYS icon
Keysight
KEYS
+$179M

Sector Composition

1 Technology 22.9%
2 Financials 13.42%
3 Healthcare 12.2%
4 Consumer Discretionary 10.99%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-10,050
2027
$0 ﹤0.01%
8
2028
– –
-3
2029
– –
-400
2030
– –
0
2031
– –
0
2032
– –
-16
2033
– –
-97
2034
$0 ﹤0.01%
5
-5
2035
$0 ﹤0.01%
+5
2036
$0 ﹤0.01%
15
2037
– –
-51
78 79 80 81
82