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
2,118
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 Inc
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
$0 ﹤0.01%
2
-6
2027
– –
-4,355
2028
– –
-36
2029
– –
-83
2030
– –
-506
2031
– –
-231
2032
– –
-765
2033
– –
0
2034
– –
-194
2035
– –
-70
2036
– –
0
2037
– –
-19,404
2038
– –
-40
2039
– –
-64
2040
– –
-1,000
2041
– –
-191
2042
– –
-2,280
2043
– –
-174
2044
– –
-203
2045
– –
-25
2046
– –
-10
2047
– –
-68
2048
$0 ﹤0.01%
5
2049
– –
-2
2050
$0 ﹤0.01%
19
80 81
82
83 84