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
$56.7B
AUM Growth
+$1.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,185
New
Increased
Reduced
Closed

Top Buys

1
+$189M
2
+$185M
3
+$177M
4
KKR icon
KKR & Co
KKR
+$162M
5
WAB icon
Wabtec
WAB
+$132M

Top Sells

1
+$285M
2
+$254M
3
+$178M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$176M
5
EXPE icon
Expedia Group
EXPE
+$140M

Sector Composition

1 Technology 27.72%
2 Financials 12.33%
3 Consumer Discretionary 10.92%
4 Healthcare 10.28%
5 Industrials 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-345
2027
$0 ﹤0.01%
+50
2028
$0 ﹤0.01%
+4
2029
– –
0
2030
– –
-24,070
2031
– –
-10,860
2032
– –
-4,668
2033
– –
-11,830
2034
– –
-15
2035
– –
-87
2036
– –
-30
2037
– –
-764
2038
– –
-7,759
2039
– –
-2,400
2040
– –
-138
2041
– –
-442
2042
– –
-1,623
2043
– –
-219
2044
– –
-243
2045
– –
-1,411
2046
– –
-932
2047
– –
-61
2048
– –
-22
2049
– –
-299
2050
– –
-280
80 81
82
83 84