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
$65.4B
AUM Growth
+$3.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,787
New
Increased
Reduced
Closed

Top Buys

1 +$380M
2 +$290M
3 +$236M
4
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$228M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$192M

Top Sells

1 +$321M
2 +$285M
3 +$239M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$179M
5
CBRE icon
CBRE Group
CBRE
+$176M

Sector Composition

1 Technology 28.63%
2 Financials 14.15%
3 Communication Services 9.53%
4 Consumer Discretionary 9.36%
5 Healthcare 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SDGR icon
2251
Schrodinger
SDGR
$1.28B
$3K ﹤0.01%
+129
SENEA icon
2252
Seneca Foods Class A
SENEA
$765M
$3K ﹤0.01%
29
+4
SMMT icon
2253
Summit Therapeutics
SMMT
$12.7B
$3K ﹤0.01%
135
TARS icon
2254
Tarsus Pharmaceuticals
TARS
$3.3B
$3K ﹤0.01%
+48
UAA icon
2255
Under Armour
UAA
$1.85B
$3K ﹤0.01%
672
-538
UFCS icon
2256
United Fire Group
UFCS
$952M
$3K ﹤0.01%
84
+34
UHAL.B icon
2257
U-Haul Holding Co Series N
UHAL.B
$9.18B
$3K ﹤0.01%
+67
WSR
2258
Whitestone REIT
WSR
$701M
$3K ﹤0.01%
214
+47
WU icon
2259
Western Union
WU
$3.07B
$3K ﹤0.01%
374
-321
ZD icon
2260
Ziff Davis
ZD
$1.41B
$3K ﹤0.01%
68
+32
ASTH icon
2261
Astrana Health
ASTH
$1.14B
$3K ﹤0.01%
+111
FER icon
2262
Ferrovial SE
FER
$47.4B
$3K ﹤0.01%
+54
GRAL
2263
GRAIL Inc
GRAL
$3.35B
$3K ﹤0.01%
52
+20
CRCL
2264
Circle Internet Group
CRCL
$18.6B
$3K ﹤0.01%
21
-1
ACLX icon
2265
Arcellx
ACLX
$3.74B
$2K ﹤0.01%
30
AGNC icon
2266
AGNC Investment
AGNC
$11.2B
$2K ﹤0.01%
210
-556
AHH
2267
Armada Hoffler Properties
AHH
$559M
$2K ﹤0.01%
311
+99
AI icon
2268
C3.ai
AI
$1.98B
$2K ﹤0.01%
140
-51
ALHC icon
2269
Alignment Healthcare
ALHC
$4.11B
$2K ﹤0.01%
135
ALNT icon
2270
Allient
ALNT
$871M
$2K ﹤0.01%
+45
ALT icon
2271
Altimmune
ALT
$531M
$2K ﹤0.01%
660
-43
AMRX icon
2272
Amneal Pharmaceuticals
AMRX
$3.88B
$2K ﹤0.01%
249
AMWD icon
2273
American Woodmark
AMWD
$821M
$2K ﹤0.01%
24
-10
ANGO icon
2274
AngioDynamics
ANGO
$542M
$2K ﹤0.01%
182
+2
AOSL icon
2275
Alpha and Omega Semiconductor
AOSL
$603M
$2K ﹤0.01%
79
+72