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
$23B
AUM Growth
-$3.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,169
New
Increased
Reduced
Closed

Top Buys

1
+$379M
2
+$284M
3
+$239M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$228M
5
VT icon
Vanguard Total World Stock ETF
VT
+$218M

Top Sells

1
+$227M
2
+$215M
3
+$197M
4
MO icon
Altria Group
MO
+$177M
5
QCOM icon
Qualcomm
QCOM
+$174M

Sector Composition

1 Financials 14.54%
2 Technology 14.2%
3 Healthcare 13.45%
4 Consumer Discretionary 11.12%
5 Industrials 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
– –
-144
2052
– –
-172
2053
– –
-20,335
2054
– –
-104,371
2055
– –
-7,750
2056
– –
-7,200
2057
– –
-6,400
2058
– –
-8,200
2059
– –
-80
2060
– –
-12,600
2061
– –
-2,178,600
2062
– –
-2,606,365
2063
$0 ﹤0.01%
+18
2064
– –
-414,200
2065
– –
-875
2066
$0 ﹤0.01%
1
2067
– –
-1,438
2068
– –
-760
2069
– –
-6,000
2070
– –
-638
2071
– –
-71
2072
– –
-464
2073
– –
-841
2074
– –
-100,000
2075
– –
-5,200
81 82
83
84 85