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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
EPREpr Properties
Recent Activity
New Position
0.01%
$368,000
12,000 shares@ $30.67 avg price
OBDCBlue Owl Capital Corp
Recent Activity
New Position
0.01%
$357,000
24,500 shares@ $14.58 avg price
FMFFirst Trust Managed Future
Recent Activity
New Position
0.01%
$356,000
7,500 shares@ $47.47 avg price
DMOWestern Asset Mortgage Def
Recent Activity
New Position
0.01%
$341,000
28,500 shares@ $11.97 avg price
PUGBYPuig Brands Sa Adr
Recent Activity
New Position
0.01%
$339,000
29,525 shares@ $11.49 avg price
PFNPimco Flt Rate Strtgy Fd
Recent Activity
New Position
0.01%
$331,000
43,500 shares@ $7.61 avg price
AERAercap Hldgs Nv
Recent Activity
New Position
0.01%
$325,000
3,432 shares@ $94.7 avg price
SWSmurfit Westrock Plc
Recent Activity
New Position
0.01%
$325,000
6,574 shares@ $49.44 avg price
RITMRithm Capital Corp
Recent Activity
New Position
0.01%
$323,000
28,500 shares@ $11.34 avg price
VITLVital Farms Inc
Recent Activity
New Position
0.01%
$316,000
9,000 shares@ $35.12 avg price