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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
MSFTMicrosoft Corp
Recent Activity
Increased 0.21%
5.56%
$3.373B
7.84M shares@ $430.31 avg price
AAPLApple Inc
Recent Activity
Increased 6.77%
5.04%
$3.056B
13.116M shares@ $233.0 avg price
AMZNAmazon.com Inc
Recent Activity
Increased 0.36%
3.29%
$1.997B
10.715M shares@ $186.34 avg price
JPMJpmorgan Chase & Co
Recent Activity
Increased 0.2%
2.06%
$1.245B
5.907M shares@ $210.87 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 3.42%
1.92%
$1.165B
1.992M shares@ $584.68 avg price
AVGOBroadcom Inc
Recent Activity
Increased 1075.94%
1.74%
$1.055B
6.116M shares@ $172.51 avg price
VVisa Inc
Recent Activity
Increased 0.38%
1.73%
$1.046B
3.805M shares@ $274.96 avg price
NEENextera Energy Inc
Recent Activity
Increased 0.35%
1.15%
$697.046M
8.246M shares@ $84.53 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 0.18%
1.15%
$695.612M
784,653 shares@ $886.53 avg price
BACBank Of America Corp
Recent Activity
Increased 0.08%
1.04%
$629.926M
15.875M shares@ $39.68 avg price