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
$18B
AUM Growth
+$461M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,905
New
Increased
Reduced
Closed

Top Buys

1
+$496M
2
+$353M
3
+$204M
4
HPE icon
Hewlett Packard
HPE
+$180M
5
KHC icon
Kraft Heinz
KHC
+$174M

Top Sells

1
+$433M
2
+$377M
3
+$164M
4
RTX icon
RTX Corp
RTX
+$152M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$138M

Sector Composition

1 Financials 14.37%
2 Healthcare 13.36%
3 Technology 11.17%
4 Consumer Staples 10.61%
5 Industrials 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$6.33M 0.04%
94,985
+18,960
202
$6.29M 0.04%
182,537
+24,698
203
$6.27M 0.03%
445,000
+25,000
204
$6.1M 0.03%
123,150
-20,288
205
$6.1M 0.03%
210,511
206
$6.08M 0.03%
223,500
+78,100
207
$6.03M 0.03%
256,120
+99,701
208
$6.03M 0.03%
43,243
+118
209
$5.96M 0.03%
107,549
-1,324
210
$5.93M 0.03%
426,882
+10,000
211
$5.91M 0.03%
138,072
+1,280
212
$5.89M 0.03%
143,800
+25,579
213
$5.87M 0.03%
56,180
+12,962
214
$5.73M 0.03%
78,932
+127
215
$5.7M 0.03%
139,370
-1,000
216
$5.68M 0.03%
112,500
+37,500
217
$5.66M 0.03%
78,384
+2,509
218
$5.6M 0.03%
112,056
+68,031
219
$5.6M 0.03%
163,985
+1,587
220
$5.59M 0.03%
44,399
+1,534
221
$5.56M 0.03%
480,024
+35,000
222
$5.55M 0.03%
220,000
223
$5.47M 0.03%
64,919
+13,283
224
$5.41M 0.03%
75,093
225
$5.39M 0.03%
500,000
+300,000
7 8
9
10 11