Bessemer Group

Bessemer Group Portfolio holdings

AUM $63.6B
1-Year Est. Return 28.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$47.1B
AUM Growth
+$5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,410
New
Increased
Reduced
Closed

Top Buys

1
+$418M
2
+$325M
3
+$122M
4
LOW icon
Lowe's Companies
LOW
+$105M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$98.1M

Top Sells

1
+$203M
2
+$176M
3
+$165M
4
ZTS icon
Zoetis
ZTS
+$122M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$117M

Sector Composition

1 Technology 25.47%
2 Financials 12.17%
3 Healthcare 10.82%
4 Consumer Discretionary 10.33%
5 Industrials 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$2K ﹤0.01%
+142
2027
$2K ﹤0.01%
85
+84
2028
$2K ﹤0.01%
+66
2029
$2K ﹤0.01%
+70
2030
$2K ﹤0.01%
+42
2031
$2K ﹤0.01%
+23
2032
$2K ﹤0.01%
+34
2033
$2K ﹤0.01%
+49
2034
$2K ﹤0.01%
+45
2035
$2K ﹤0.01%
+56
2036
$2K ﹤0.01%
110
-1,405
2037
$2K ﹤0.01%
+18
2038
$2K ﹤0.01%
77
+42
2039
$2K ﹤0.01%
+103
2040
$2K ﹤0.01%
+84
2041
$2K ﹤0.01%
+174
2042
$2K ﹤0.01%
+44
2043
$2K ﹤0.01%
65
+61
2044
$2K ﹤0.01%
102
-114
2045
$2K ﹤0.01%
+168
2046
$2K ﹤0.01%
175
2047
$2K ﹤0.01%
+72
2048
$2K ﹤0.01%
72
-2
2049
$2K ﹤0.01%
+34
2050
$2K ﹤0.01%
+64
80 81
82
83 84