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
251
$22.3M 0.03%
222,391
+44,252
252
$21.9M 0.03%
29
253
$21.8M 0.03%
912,526
+38,502
254
$21.7M 0.03%
433,804
+93,253
255
$21.4M 0.03%
93,110
+2,382
256
$21.2M 0.03%
274,302
+274,070
257
$20.9M 0.03%
6,180,109
+107,568
258
$20.7M 0.03%
1,095,694
+249,490
259
$20.7M 0.03%
103,761
-1,593
260
$20.2M 0.03%
168,188
261
$19.6M 0.03%
924,726
+902,110
262
$19.5M 0.03%
366,609
+366,404
263
$19.3M 0.03%
136,777
264
$19.2M 0.03%
43,269
+5,066
265
$19M 0.03%
669,407
+20,889
266
$18.9M 0.03%
1,350,988
+318,621
267
$18.6M 0.03%
418,784
+418,733
268
$18.4M 0.03%
409,598
+12,619
269
$18.3M 0.03%
154,036
+153,535
270
$18.2M 0.03%
125,188
+124,973
271
$18.2M 0.03%
433,202
+115,084
272
$18M 0.03%
104,862
-67,476
273
$17.9M 0.03%
153,683
+44,745
274
$17.8M 0.03%
165,297
+8,116
275
$17.3M 0.03%
277,600
-100,620