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
$40.1B
AUM Growth
-$7.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,119
New
Increased
Reduced
Closed

Top Buys

1
+$487M
2
+$422M
3
+$266M
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$246M
5
WMT icon
Walmart
WMT
+$220M

Top Sells

1
+$252M
2
+$206M
3
+$168M
4
C icon
Citigroup
C
+$161M
5
AAPL icon
Apple
AAPL
+$144M

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
– –
-900
2027
– –
-322
2028
$0 ﹤0.01%
10
-20
2029
– –
-3,000
2030
– –
-100
2031
– –
-310
2032
– –
-255
2033
$0 ﹤0.01%
70
2034
$0 ﹤0.01%
+3
2035
– –
-3,805
2036
– –
-2,000
2037
– –
-8,500
2038
– –
0
2039
– –
-538
2040
– –
-5,588
2041
– –
-78
2042
– –
-4
2043
$0 ﹤0.01%
1
2044
– –
-4
2045
– –
-296
2046
– –
-3,758
2047
– –
-1,373
2048
– –
-3,333
2049
– –
-39
2050
– –
-568
80 81
82
83 84