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
326
$7.73M 0.01%
116,548
-75
327
$7.65M 0.01%
66,839
+11,993
328
$7.6M 0.01%
29,135
-213,407
329
$7.41M 0.01%
96,559
330
$7.2M 0.01%
119,480
+12,754
331
$7.17M 0.01%
142,340
-27,586
332
$6.96M 0.01%
19,720
+2,297
333
$6.86M 0.01%
38,385
-3,969
334
$6.73M 0.01%
92,452
+759
335
$6.6M 0.01%
46,373
-1,350
336
$6.6M 0.01%
36,168
+4,736
337
$6.58M 0.01%
68,269
338
$6.52M 0.01%
46,260
+10,278
339
$6.46M 0.01%
8,985
+385
340
$6.33M 0.01%
13,288
+1,981
341
$6.29M 0.01%
394,417
+12,126
342
$6.21M 0.01%
66,560
-2,528
343
$6.05M 0.01%
113,205
-470
344
$5.97M 0.01%
71,279
+6,230
345
$5.95M 0.01%
708,398
+14
346
$5.95M 0.01%
24,206
+11
347
$5.93M 0.01%
45,568
-12,980
348
$5.88M 0.01%
52,963
+2,145
349
$5.82M 0.01%
23,172
+138
350
$5.82M 0.01%
108,088
+22,470