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
2526
-57
2527
$0 ﹤0.01%
+48
2528
-39
2529
-13
2530
-21,985
2531
$0 ﹤0.01%
+10
2532
$0 ﹤0.01%
+9
2533
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+71
2534
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2535
-4,238
2536
$0 ﹤0.01%
+7
2537
-638
2538
-322,450
2539
$0 ﹤0.01%
+6
2540
-6,388
2541
$0 ﹤0.01%
+2
2542
-15,065
2543
-79,600
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$0 ﹤0.01%
12
2545
-4,910
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$0 ﹤0.01%
+11
2547
-692
2548
-2,000
2549
$0 ﹤0.01%
+8
2550
$0 ﹤0.01%
51
+6