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
2101
– –
-490
2102
– –
-234
2103
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-217
2104
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-295
2105
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-85
2106
– –
-1,671
2107
– –
-60,000
2108
– –
-260
2109
– –
-102
2110
– –
-48
2111
– –
-250
2112
– –
-435
2113
– –
-527
2114
– –
-104
2115
– –
-129
2116
– –
-55
2117
– –
-6,497
2118
– –
-126
2119
– –
-698
2120
– –
-7,168
2121
– –
-85
2122
– –
-307
2123
– –
-5
2124
– –
-69,653
2125
– –
-256
83 84
85
86 87