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Allison D. Heilborn

@Bessemer Group Inc

Latest period2024 - Q3ReportedManaged Assets$60.712BTotal holdings2648
Assets growth rate7.08%Assets growth rate (2-Q avg)4.78%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Bessemer Group Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 2648 positions.

Assets under management

The assets under management (AUM) of Bessemer Group Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 60.712B in assets, with a quarterly growth rate of 7.08% and a 2-quarter average growth rate of 4.78%. The portfolio is managed by Allison D. Heilborn, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
XMESpdr Ser Tr S&p Met Mn Etf
Recent Activity
Exited
0%
$91.073M
1.535M shares@ $59.33 avg price
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$73.468M
488,389 shares@ $150.43 avg price
FERGFerguson Plc
Recent Activity
Exited
0%
$2.5M
12,908 shares@ $193.68 avg price
ARCCAres Capital Corp
Recent Activity
Exited
0%
$1.38M
66,218 shares@ $20.85 avg price
SIRISirius Xm Holdings Inc
Recent Activity
Exited
0%
$1.281M
452,570 shares@ $2.84 avg price
CGJTFCargojet Inc
Recent Activity
Exited
0%
$752,000
7,350 shares@ $102.32 avg price
TILTFlexshares Morningstar Usm
Recent Activity
Exited
0%
$720,000
3,605 shares@ $199.73 avg price
JEPIJpmorgan Equity Premium In
Recent Activity
Exited
0%
$602,000
10,615 shares@ $56.72 avg price
SAABYSaab Ab Adr
Recent Activity
Exited
0%
$461,000
38,399 shares@ $12.01 avg price
WRKWestrock Co
Recent Activity
Exited
0%
$386,000
7,687 shares@ $50.22 avg price