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
$40.1B
AUM Growth
-$7.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,118
New
Increased
Reduced
Closed

Top Buys

1
+$497M
2
+$439M
3
+$280M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$274M
5
WMT icon
Walmart Inc
WMT
+$251M

Top Sells

1
+$274M
2
+$221M
3
+$175M
4
AZPN
ASPEN TECHNOLOGY INC
AZPN
+$168M
5
GE icon
GE Aerospace
GE
+$162M

Sector Composition

1 Technology 20.44%
2 Healthcare 13.15%
3 Financials 12.35%
4 Industrials 9.08%
5 Consumer Discretionary 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2076
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0
2077
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2078
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2079
$0 ﹤0.01%
5
2080
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2081
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2082
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-899
2083
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-346
2084
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2085
$0 ﹤0.01%
10
2086
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2087
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-615
2088
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-170
2089
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-10
2090
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-66
2091
$0 ﹤0.01%
185
2092
– –
-3,235
2093
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-2,080
2094
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2095
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2096
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2097
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2098
– –
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2099
$0 ﹤0.01%
5
-3,380
2100
– –
-5
81 82 83
84
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