Bessemer Group

Bessemer Group Portfolio holdings

AUM $65.1B
1-Year Est. Return 26.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$55.3B
AUM Growth
+$4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,264
New
Increased
Reduced
Closed

Top Buys

1
+$218M
2
+$190M
3
+$174M
4
MCK icon
McKesson
MCK
+$173M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$133M

Top Sells

1
+$228M
2
+$208M
3
+$208M
4
COR icon
Cencora
COR
+$198M
5
AON icon
Aon
AON
+$171M

Sector Composition

1 Technology 25.85%
2 Financials 12.53%
3 Consumer Discretionary 11.27%
4 Healthcare 11.08%
5 Industrials 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
– –
-24
2052
– –
-239
2053
– –
-185
2054
– –
-364
2055
– –
-1,164
2056
– –
-800
2057
– –
-80
2058
– –
-529
2059
– –
-1,922
2060
– –
-6,168
2061
– –
-6,557
2062
– –
-171
2063
– –
-14,175
2064
– –
-118
2065
– –
-203
2066
– –
-370
2067
– –
-2,550
2068
– –
-2,500
2069
– –
-54
2070
– –
-143
2071
– –
-100
2072
– –
-175
2073
– –
-45
2074
– –
-1,222
2075
– –
-950
81 82
83
84 85