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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
BPOPPopular Inc Com New
Recent Activity
New Position
0.01%
$3.078M
30,700 shares@ $100.27 avg price
VIRTVirtu Financial Inc
Recent Activity
New Position
0.01%
$3.04M
99,794 shares@ $30.47 avg price
MHVIYMitsubishi Heavy Ind Adr
Recent Activity
New Position
0.01%
$2.597M
87,700 shares@ $29.62 avg price
AVUSAvantis Us Equity Etf
Recent Activity
New Position
0.01%
$2.31M
24,274 shares@ $95.17 avg price
USCBUscb Financial Holdings In
Recent Activity
New Position
0.01%
$1.732M
113,602 shares@ $15.25 avg price
AVLVAvantis Us Large Cap Value
Recent Activity
New Position
0.01%
$1.686M
25,608 shares@ $65.84 avg price
RBRKRubrik Inc
Recent Activity
New Position
0.01%
$1.654M
51,433 shares@ $32.16 avg price
NSYCNational Stock Yards Co
Recent Activity
New Position
0.01%
$1.289M
5,730 shares@ $224.96 avg price
AVUVAvantis U.s. Small Cap Val
Recent Activity
New Position
0.01%
$1.277M
13,311 shares@ $95.94 avg price
BNLBroadstone Net Lease Inc
Recent Activity
New Position
0.01%
$1.271M
67,052 shares@ $18.96 avg price