Bessemer Group Portfolio holdings
AUM
$61.6B
This Quarter Return
+14.83%
1 Year Return
+25.88%
3 Year Return
+112.29%
5 Year Return
+188.53%
10 Year Return
+439.25%
AUM
$26B
AUM Growth
+$26B
(+13%)
Cap. Flow
+$67.2M
Cap. Flow
% of AUM
0.26%
Top 10 Holdings %
Top 10 Hldgs %
19.93%
Holding
2,149
New
191
Increased
694
Reduced
624
Closed
373
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$245M |
| 2 |
Bank of America
BAC
|
$236M |
| 3 |
Microsoft
MSFT
|
$214M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$170M |
| 5 |
Boston Scientific
BSX
|
$163M |
Top Sells
| 1 |
iShares MSCI ACWI ETF
ACWI
|
$402M |
| 2 |
Vanguard Extended Market ETF
VXF
|
$281M |
| 3 |
Vanguard Total World Stock ETF
VT
|
$229M |
| 4 |
KeyCorp
KEY
|
$209M |
| 5 |
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% |
