Bessemer Group

Bessemer Group Portfolio holdings

AUM $65.4B
1-Year Est. Return 26.59%
This Quarter Est. Return
1 Year Est. Return
+26.59%
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
+$196M
2
+$187M
3
+$180M
4
KKR icon
KKR & Co
KKR
+$168M
5
WAB icon
Wabtec
WAB
+$130M

Top Sells

1
+$289M
2
+$265M
3
+$185M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$175M
5
AVGO icon
Broadcom
AVGO
+$145M

Sector Composition

1 Technology 27.72%
2 Financials 12.33%
3 Consumer Discretionary 10.92%
4 Healthcare 10.28%
5 Industrials 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-750
2027
$0 ﹤0.01%
2
2028
– –
-2
2029
– –
-33
2030
– –
-338
2031
– –
-389
2032
– –
-356
2033
– –
-983
2034
– –
0
2035
– –
-345
2036
$0 ﹤0.01%
+50
2037
$0 ﹤0.01%
+4
2038
– –
0
2039
– –
-10,860
2040
– –
-15
2041
– –
-87
2042
– –
-30
2043
– –
-764
2044
– –
-7,759
2045
– –
-2,400
2046
– –
-138
2047
– –
-1,321
2048
– –
-83
2049
– –
-1,044,921
2050
– –
-16,245
80 81
82
83 84