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
$61.6B
AUM Growth
+$5.83B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,729
New
Increased
Reduced
Closed

Top Buys

1 +$428M
2 +$311M
3 +$302M
4
SPOT icon
Spotify
SPOT
+$265M
5
SHW icon
Sherwin-Williams
SHW
+$208M

Top Sells

1 +$368M
2 +$310M
3 +$286M
4
TTWO icon
Take-Two Interactive
TTWO
+$244M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$243M

Sector Composition

1 Technology 29.07%
2 Financials 14.05%
3 Consumer Discretionary 9.88%
4 Industrials 9.29%
5 Communication Services 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HDUS icon
2376
Hartford Disciplined US Equity ETF
HDUS
$149M
-199
HEES
2377
DELISTED
H&E Equipment Services
HEES
-10
HELO icon
2378
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.48B
-65
HFFG icon
2379
HF Foods Group
HFFG
$126M
-85
HHH icon
2380
Howard Hughes
HHH
$4.68B
-8
HIPO icon
2381
Hippo Holdings
HIPO
$956M
-60
HNST icon
2382
The Honest Company
HNST
$283M
$0 ﹤0.01%
55
HOUS icon
2383
Anywhere Real Estate
HOUS
$1.27B
$0 ﹤0.01%
35
HPP
2384
Hudson Pacific Properties
HPP
$880M
$0 ﹤0.01%
102
HQH
2385
abrdn Healthcare Investors
HQH
$974M
$0 ﹤0.01%
13
HTBK icon
2386
Heritage Commerce
HTBK
$649M
$0 ﹤0.01%
46
HTLD icon
2387
Heartland Express
HTLD
$597M
-315
HVT icon
2388
Haverty Furniture Companies
HVT
$374M
$0 ﹤0.01%
13
HYD icon
2389
VanEck High Yield Muni ETF
HYD
$3.49B
-2,440
HZO icon
2390
MarineMax
HZO
$506M
$0 ﹤0.01%
15
IBRX icon
2391
ImmunityBio
IBRX
$2.16B
-50
ICHR icon
2392
Ichor Holdings
ICHR
$540M
0
INN
2393
Summit Hotel Properties
INN
$572M
$0 ﹤0.01%
68
IOVA icon
2394
Iovance Biotherapeutics
IOVA
$832M
$0 ﹤0.01%
169
IRBT icon
2395
iRobot
IRBT
$80.6M
$0 ﹤0.01%
150
IUSB icon
2396
iShares Trust iShares Core Universal USD Bond ETF
IUSB
$33.3B
-361
IUSG icon
2397
iShares Core S&P US Growth ETF
IUSG
$25.9B
-44
IVR icon
2398
Invesco Mortgage Capital
IVR
$546M
$0 ﹤0.01%
30
IWC icon
2399
iShares Micro-Cap ETF
IWC
$997M
-241
IWX icon
2400
iShares Russell Top 200 Value ETF
IWX
$2.87B
-350