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
$26B
AUM Growth
+$3.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,149
New
Increased
Reduced
Closed

Top Buys

1
+$245M
2
+$236M
3
+$214M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$170M
5
BSX icon
Boston Scientific
BSX
+$163M

Top Sells

1
+$402M
2
+$281M
3
+$229M
4
KEY icon
KeyCorp
KEY
+$209M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$209M

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
– –
-153
2052
– –
-188
2053
– –
-942
2054
– –
-36
2055
– –
-21,464
2056
– –
-10,532
2057
– –
-13
2058
– –
-515
2059
– –
0
2060
– –
-117
2061
– –
-21,505
2062
– –
-40
2063
– –
-1,500
2064
– –
-1,655
2065
– –
-10,376
2066
$0 ﹤0.01%
2
2067
– –
-66
2068
– –
-19,427
2069
– –
-2,498
2070
– –
-571
2071
– –
-132
2072
$0 ﹤0.01%
13
2073
– –
-5,600
2074
– –
-330
2075
– –
-18
81 82
83
84 85