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
$21.7B
AUM Growth
+$1.83B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,217
New
Increased
Reduced
Closed

Top Buys

1
+$408M
2
+$202M
3
+$181M
4
V icon
Visa
V
+$151M
5
MSFT icon
Microsoft
MSFT
+$150M

Top Sells

1
+$189M
2
+$143M
3
+$132M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$129M
5
COST icon
Costco
COST
+$100M

Sector Composition

1 Financials 16.27%
2 Technology 12.55%
3 Healthcare 11.47%
4 Consumer Discretionary 10.44%
5 Industrials 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
– –
-2,403
2052
– –
-700
2053
$0 ﹤0.01%
25
2054
– –
-180,000
2055
– –
-2,405
2056
– –
-45
2057
$0 ﹤0.01%
1
2058
– –
-478
2059
– –
-20,800
2060
– –
-20,200
2061
– –
-4,200
2062
– –
-123
2063
– –
-21
2064
– –
-606
2065
– –
-9,300
2066
– –
-600
2067
– –
-212
2068
– –
-1,065
2069
– –
-266
2070
– –
-583,410
2071
– –
-20,100
2072
– –
-1,488
2073
– –
-5,600
2074
– –
-178
2075
– –
0
81 82
83
84 85