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
301
$11.4M 0.02%
243,867
+296
302
$10.9M 0.02%
30,538
-3,246
303
$10.8M 0.02%
230,300
-254
304
$10.6M 0.02%
13,369
+1,545
305
$10.4M 0.02%
51,098
-1,522
306
$9.85M 0.02%
588,215
+81,229
307
$9.79M 0.02%
122,643
-35,225
308
$9.77M 0.01%
93,719
+93,256
309
$9.76M 0.01%
67,489
-5,358
310
$9.61M 0.01%
20,141
+333
311
$9.5M 0.01%
44,021
-9,393
312
$9.34M 0.01%
31,058
+1,962
313
$9.33M 0.01%
19,647
+783
314
$9.05M 0.01%
13,253
+2,930
315
$9.01M 0.01%
121,780
+121,094
316
$8.93M 0.01%
53,343
+4,726
317
$8.74M 0.01%
268,289
+91,111
318
$8.74M 0.01%
127,816
+3,307
319
$8.26M 0.01%
188,681
+63,014
320
$8.22M 0.01%
55,865
-15,212
321
$8.14M 0.01%
106,095
+4,850
322
$8.07M 0.01%
28,611
+2,967
323
$7.85M 0.01%
23,643
-8,517
324
$7.83M 0.01%
89,615
+1,187
325
$7.73M 0.01%
32,611
+2,124
11 12
13
14 15