Bessemer Group

Bessemer Group Portfolio holdings

AUM $61.6B
1-Year Est. Return 25.88%
This Quarter Est. Return
1 Year Est. Return
+25.88%
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
Energy Select Sector SPDR Fund
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
1
$640M 3.56%
24,305,608
-1,225,200
2
$529M 2.94%
19,653,364
+18,441,362
3
$424M 2.36%
12,103,921
-12,350,423
4
$388M 2.16%
7,996,929
-3,374,085
5
$353M 1.96%
+3,489,180
6
$347M 1.93%
6,923,884
+2,528,621
7
$344M 1.92%
3,443,629
+17,947
8
$322M 1.79%
1,722,057
+1,093,549
9
$245M 1.36%
1,126,431
-129,441
10
$243M 1.35%
1,950,319
-7,169
11
$223M 1.24%
1,573,578
-7,478
12
$211M 1.18%
239,156
-298
13
$211M 1.17%
6,879,669
+15,898
14
$209M 1.16%
3,843,864
-489,886
15
$208M 1.16%
2,451,716
-111,741
16
$207M 1.15%
2,123,259
-540,236
17
$202M 1.12%
4,725,771
-388,603
18
$201M 1.12%
4,671,935
+35,189
19
$196M 1.09%
1,940,031
+60,001
20
$196M 1.09%
3,571,283
-545,354
21
$182M 1.02%
2,074,998
+30,589
22
$180M 1%
+20,403,549
23
$174M 0.97%
1,778,267
+254,169
24
$174M 0.97%
+2,385,476
25
$173M 0.97%
3,440,873
+21,009
1
2 3 4 5