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
$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 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-89
2027
– –
-289
2028
– –
-135
2029
– –
-15
2030
– –
-509
2031
– –
-609
2032
– –
-20,000
2033
$0 ﹤0.01%
22
2034
– –
-38
2035
– –
-115
2036
– –
-33
2037
– –
-12,385
2038
$0 ﹤0.01%
8
2039
– –
-274
2040
– –
-7,118
2041
– –
-2,508
2042
$0 ﹤0.01%
15
-267
2043
– –
-172
2044
– –
-15
2045
– –
-750
2046
– –
-3,700
2047
– –
-20
2048
– –
-151
2049
– –
-40
2050
– –
-45
80 81
82
83 84