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
2551
$0 ﹤0.01%
+24
2552
-6
2553
-282
2554
-70
2555
0
2556
$0 ﹤0.01%
+8
2557
-1
2558
$0 ﹤0.01%
+17
2559
$0 ﹤0.01%
4
2560
-28
2561
-31
2562
-29
2563
-26
2564
-63
2565
-36
2566
-2,500
2567
$0 ﹤0.01%
16
+8
2568
$0 ﹤0.01%
16
-81
2569
-330
2570
-2,886
2571
-118
2572
$0 ﹤0.01%
+61
2573
$0 ﹤0.01%
+91
2574
-3,063
2575
-16