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
– –
-1,061
2052
– –
-2,840
2053
– –
-250,000
2054
– –
-153,030
2055
– –
-3,545
2056
– –
-430,000
2057
– –
-730,000
2058
– –
-294
2059
– –
-263
2060
– –
-261
2061
– –
-144
2062
– –
-172
2063
– –
-20,335
2064
– –
-104,371
2065
– –
-7,750
2066
– –
-7,200
2067
– –
-6,400
2068
– –
-8,200
2069
– –
-80
2070
– –
-12,600
2071
– –
-2,178,600
2072
– –
-2,606,365
2073
$0 ﹤0.01%
+18
2074
– –
-414,200
2075
– –
-875
81 82
83
84 85