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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
LOWLowes Cos Inc
Recent Activity
Increased 0.07%
0.87%
$525.473M
1.94M shares@ $270.86 avg price
BXBlackstone Inc
Recent Activity
Increased 0.06%
0.87%
$524.328M
3.424M shares@ $153.14 avg price
ICEIntercontinental Exchg Inc
Recent Activity
Increased 10.85%
0.82%
$495.181M
3.083M shares@ $160.65 avg price
CORCencora Inc
Recent Activity
Decreased -4.1%
0.81%
$490.996M
2.181M shares@ $225.09 avg price
TRUTransunion
Recent Activity
Increased 0.63%
0.79%
$477.798M
4.563M shares@ $104.7 avg price
MELIMercadolibre Inc
Recent Activity
Increased 0.5%
0.76%
$459.659M
224,009 shares@ $2051.97 avg price
CVXChevron Corp
Recent Activity
Decreased -17.36%
0.74%
$447.787M
3.041M shares@ $147.27 avg price
VOOVanguard S&p 500 Etf
Recent Activity
Decreased -0.38%
0.72%
$435.496M
825,318 shares@ $527.68 avg price
ORLYOreilly Auto Inc New
Recent Activity
Decreased -9.58%
0.72%
$432.981M
375,983 shares@ $1151.6 avg price
XLUUtilities Select Sect Spdr
Recent Activity
Increased 182.01%
0.7%
$419.624M
5.195M shares@ $80.79 avg price