Bessemer Group

Bessemer Group Portfolio holdings

AUM $63.6B
1-Year Est. Return 28.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$65.4B
AUM Growth
+$3.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,787
New
Increased
Reduced
Closed

Top Buys

1
+$333M
2
+$271M
3
+$234M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$227M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$187M

Top Sells

1
+$357M
2
+$258M
3
+$256M
4
CPAY icon
Corpay
CPAY
+$176M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$174M

Sector Composition

1 Technology 28.63%
2 Financials 14.15%
3 Communication Services 9.53%
4 Consumer Discretionary 9.36%
5 Healthcare 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$28.7M 0.04%
457,944
+457,583
227
$28.6M 0.04%
318,888
+56,189
228
$28.2M 0.04%
284,727
+8,725
229
$28.1M 0.04%
331,867
+73,111
230
$28M 0.04%
745,005
+100,646
231
$27.5M 0.04%
164,219
+28,772
232
$27.4M 0.04%
202,998
+70,493
233
$27.3M 0.04%
773,058
+87,757
234
$27.1M 0.04%
284,159
-32,349
235
$26.9M 0.04%
422,825
+60,335
236
$26.9M 0.04%
285,104
+39,818
237
$26.2M 0.04%
212,041
+55,545
238
$26M 0.04%
145,783
+75,415
239
$26M 0.04%
714,081
+282,760
240
$25.8M 0.04%
351,666
+351,310
241
$25.1M 0.04%
101,559
+29,364
242
$24.9M 0.04%
149,952
-41,967
243
$24.9M 0.04%
41,707
+2,475
244
$24.8M 0.04%
347,508
-1,340
245
$24.5M 0.04%
189,673
+65,024
246
$24.5M 0.04%
29,659
-1,501
247
$24.3M 0.04%
1,812,113
-611,888
248
$23.9M 0.04%
170,165
+156,791
249
$22.8M 0.03%
210,136
-59,098
250
$22.3M 0.03%
250,722
-28,625
8 9
10
11 12