Bessemer Group

Bessemer Group Portfolio holdings

AUM $63.6B
1-Year Est. Return 28.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$26B
AUM Growth
+$3.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,149
New
Increased
Reduced
Closed

Top Buys

1
+$242M
2
+$233M
3
+$198M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$167M
5
BSX icon
Boston Scientific
BSX
+$162M

Top Sells

1
+$387M
2
+$273M
3
+$222M
4
KEY icon
KeyCorp
KEY
+$221M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$201M

Sector Composition

1 Technology 16.24%
2 Healthcare 14.55%
3 Financials 14.07%
4 Consumer Discretionary 11.27%
5 Industrials 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
– –
-1,780
2052
– –
-2,320
2053
– –
-236
2054
– –
-32,400
2055
– –
-480
2056
– –
-227
2057
– –
-55
2058
– –
-12,809
2059
– –
-236
2060
– –
-43
2061
– –
-997
2062
– –
-380
2063
– –
-105
2064
– –
-93
2065
– –
-21,000
2066
– –
-68,080
2067
– –
-4,930
2068
– –
-243
2069
– –
-46
2070
– –
-680
2071
– –
-26
2072
– –
-2,900
2073
– –
-83
2074
– –
-352
2075
– –
-119
81 82
83
84 85