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
276
$16.9M 0.03%
144,724
+4,152
277
$16.9M 0.03%
203,589
+203,462
278
$16.9M 0.03%
33,929
-23,890
279
$16.6M 0.03%
171,014
-6,806
280
$16.6M 0.03%
65,851
+2,461
281
$16.4M 0.03%
223,532
+17,350
282
$16.4M 0.03%
78,141
+285
283
$16M 0.02%
43,713
+307
284
$15.6M 0.02%
959,370
+188,174
285
$14.9M 0.02%
260,993
+258,643
286
$14.8M 0.02%
174,542
+174,221
287
$14.8M 0.02%
658,937
-348,031
288
$14.7M 0.02%
34,614
-17,032
289
$14.6M 0.02%
191,282
+191,127
290
$14.5M 0.02%
+810,951
291
$14.3M 0.02%
+273,828
292
$14.1M 0.02%
466,421
-1,047
293
$14M 0.02%
234,423
-6,843
294
$13.8M 0.02%
349,571
+11,672
295
$13.3M 0.02%
24,473
-11,090
296
$13M 0.02%
554,513
+506,954
297
$13M 0.02%
142,411
+142,113
298
$12.5M 0.02%
481,790
299
$12.4M 0.02%
201,306
+200,824
300
$12.3M 0.02%
127,630
+51,565
10 11
12
13 14