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

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
HIPO icon
2451
Hippo Holdings
HIPO
$783M
-60
HNST icon
2452
The Honest Company
HNST
$312M
$0 ﹤0.01%
55
HOUS icon
2453
Anywhere Real Estate
HOUS
$1.62B
$0 ﹤0.01%
35
HPP
2454
Hudson Pacific Properties
HPP
$560M
$0 ﹤0.01%
102
HQH
2455
abrdn Healthcare Investors
HQH
$1.05B
$0 ﹤0.01%
13
HTBK icon
2456
Heritage Commerce
HTBK
$761M
$0 ﹤0.01%
46
HTGC icon
2457
Hercules Capital
HTGC
$3.36B
-2,000
HTLD icon
2458
Heartland Express
HTLD
$695M
-315
HVT icon
2459
Haverty Furniture Companies
HVT
$395M
$0 ﹤0.01%
13
HYD icon
2460
VanEck High Yield Muni ETF
HYD
$3.9B
-2,440
HZO icon
2461
MarineMax
HZO
$541M
$0 ﹤0.01%
15
IBRX icon
2462
ImmunityBio
IBRX
$2.05B
-50
ICHR icon
2463
Ichor Holdings
ICHR
$606M
0
ICLN icon
2464
iShares Global Clean Energy ETF
ICLN
$1.89B
-16,400
IGLB icon
2465
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.76B
-822
IHI icon
2466
iShares US Medical Devices ETF
IHI
$4.19B
-114
IMAX icon
2467
IMAX
IMAX
$2.01B
-60
INM icon
2468
InMed Pharmaceuticals
INM
$3.34M
$0 ﹤0.01%
+1
INN
2469
Summit Hotel Properties
INN
$555M
$0 ﹤0.01%
68
IOVA icon
2470
Iovance Biotherapeutics
IOVA
$984M
$0 ﹤0.01%
169
IRBT icon
2471
iRobot
IRBT
$14.8M
$0 ﹤0.01%
150
IUSB icon
2472
iShares Core Universal USD Bond ETF
IUSB
$33.7B
-361
IUSG icon
2473
iShares Core S&P US Growth ETF
IUSG
$26.1B
-44
IVR icon
2474
Invesco Mortgage Capital
IVR
$626M
$0 ﹤0.01%
30
IWC icon
2475
iShares Micro-Cap ETF
IWC
$1.08B
-241