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
$40.1B
AUM Growth
-$7.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,118
New
Increased
Reduced
Closed

Top Buys

1
+$497M
2
+$439M
3
+$280M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$274M
5
WMT icon
Walmart Inc
WMT
+$251M

Top Sells

1
+$274M
2
+$221M
3
+$175M
4
AZPN
ASPEN TECHNOLOGY INC
AZPN
+$168M
5
GE icon
GE Aerospace
GE
+$162M

Sector Composition

1 Technology 20.44%
2 Healthcare 13.15%
3 Financials 12.35%
4 Industrials 9.08%
5 Consumer Discretionary 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-47
2027
– –
-1,583
2028
– –
-693
2029
– –
-900
2030
– –
-322
2031
– –
-255
2032
$0 ﹤0.01%
70
2033
$0 ﹤0.01%
+3
2034
– –
-2,000
2035
– –
-8,500
2036
– –
0
2037
– –
-538
2038
– –
-5,588
2039
– –
-78
2040
– –
-4
2041
$0 ﹤0.01%
1
2042
– –
-4
2043
– –
-296
2044
– –
-3,758
2045
– –
-3,333
2046
– –
-39
2047
– –
-568
2048
– –
-20
2049
– –
-300
2050
– –
-17
80 81
82
83 84