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
$61.3B
AUM Growth
+$551M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,772
New
Increased
Reduced
Closed

Top Buys

1
+$350M
2
+$215M
3
+$209M
4
APO icon
Apollo Global Management
APO
+$202M
5
FTNT icon
Fortinet
FTNT
+$195M

Top Sells

1
+$277M
2
+$223M
3
+$212M
4
LIN icon
Linde
LIN
+$212M
5
SHW icon
Sherwin-Williams
SHW
+$182M

Sector Composition

1 Technology 28.44%
2 Financials 14.4%
3 Consumer Discretionary 11.16%
4 Healthcare 9.43%
5 Industrials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$5K ﹤0.01%
362
2027
$5K ﹤0.01%
63
2028
$5K ﹤0.01%
192
2029
$4K ﹤0.01%
95
2030
$4K ﹤0.01%
690
2031
$4K ﹤0.01%
120
2032
$4K ﹤0.01%
167
+57
2033
$4K ﹤0.01%
+470
2034
$4K ﹤0.01%
200
2035
$4K ﹤0.01%
+59
2036
$4K ﹤0.01%
129
2037
$4K ﹤0.01%
210
-1,832
2038
$4K ﹤0.01%
140
2039
$4K ﹤0.01%
275
2040
$4K ﹤0.01%
93
2041
$4K ﹤0.01%
80
2042
$4K ﹤0.01%
355
-54
2043
$4K ﹤0.01%
+1,315
2044
$4K ﹤0.01%
347
2045
$4K ﹤0.01%
70
-165
2046
$4K ﹤0.01%
81
2047
$4K ﹤0.01%
976
+413
2048
$4K ﹤0.01%
144
2049
$4K ﹤0.01%
152
2050
$4K ﹤0.01%
197
-7,500
80 81
82
83 84