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
$55.3B
AUM Growth
+$4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,264
New
Increased
Reduced
Closed

Top Buys

1
+$218M
2
+$190M
3
+$174M
4
MCK icon
McKesson
MCK
+$173M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$133M

Top Sells

1
+$228M
2
+$208M
3
+$208M
4
COR icon
Cencora
COR
+$198M
5
AON icon
Aon
AON
+$171M

Sector Composition

1 Technology 25.85%
2 Financials 12.53%
3 Consumer Discretionary 11.27%
4 Healthcare 11.08%
5 Industrials 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-1,875
2027
– –
0
2028
– –
-2,452
2029
– –
-74
2030
– –
-57
2031
– –
-145
2032
– –
-20
2033
– –
-385
2034
– –
-4,940
2035
– –
-125
2036
– –
-7,209
2037
– –
-18,775
2038
– –
-14
2039
– –
-160
2040
– –
-690
2041
– –
-2,950
2042
– –
-941
2043
– –
-21
2044
– –
-1
2045
– –
-206
2046
– –
-159
2047
– –
-5
2048
– –
-89
2049
– –
-289
2050
– –
-135
80 81
82
83 84