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
$38.3B
AUM Growth
-$1.79B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,230
New
Increased
Reduced
Closed

Top Buys

1
+$501M
2
+$374M
3
+$235M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$227M
5
MSI icon
Motorola Solutions
MSI
+$224M

Top Sells

1
+$471M
2
+$333M
3
+$278M
4
WMT icon
Walmart Inc
WMT
+$253M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$212M

Sector Composition

1 Technology 21.62%
2 Healthcare 12.79%
3 Financials 12.71%
4 Industrials 9.71%
5 Consumer Discretionary 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$0 ﹤0.01%
8
-2,242
2027
– –
-11
2028
– –
-5
2029
– –
-33,270
2030
– –
-52
2031
– –
-90
2032
$0 ﹤0.01%
+2
2033
$0 ﹤0.01%
+8
2034
– –
-1,400
2035
– –
-40
2036
– –
-310
2037
– –
-302
2038
– –
-350
2039
– –
-4,274
2040
– –
-6
2041
– –
-238,000
2042
– –
-160,917
2043
– –
-675
2044
– –
-131
2045
– –
-434
2046
$0 ﹤0.01%
+4
2047
– –
-9
2048
$0 ﹤0.01%
5
2049
– –
-98
2050
– –
-183
80 81
82
83 84