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
$56.7B
AUM Growth
+$1.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,185
New
Increased
Reduced
Closed

Top Buys

1
+$196M
2
+$187M
3
+$180M
4
KKR icon
KKR & Co
KKR
+$168M
5
WAB icon
Wabtec
WAB
+$130M

Top Sells

1
+$289M
2
+$265M
3
+$185M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$175M
5
AVGO icon
Broadcom
AVGO
+$145M

Sector Composition

1 Technology 27.72%
2 Financials 12.33%
3 Consumer Discretionary 10.92%
4 Healthcare 10.28%
5 Industrials 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
– –
-185
2052
– –
-470
2053
– –
-240
2054
– –
-152
2055
– –
-1
2056
$0 ﹤0.01%
1
-84
2057
– –
-1,391
2058
– –
-90
2059
– –
-280
2060
– –
-2,015
2061
$0 ﹤0.01%
1
-34
2062
– –
-1,809
2063
– –
-307,486
2064
– –
-79
2065
$0 ﹤0.01%
55
2066
– –
-690
2067
– –
0
2068
– –
-8
2069
– –
-706
2070
– –
-140
2071
– –
-399
2072
– –
-193
2073
$0 ﹤0.01%
+30
2074
– –
-46
2075
– –
-700
81 82
83
84 85