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
351
$5.71M 0.01%
67,553
+9,269
352
$5.63M 0.01%
70,216
+36,104
353
$5.53M 0.01%
81,773
-3,536,542
354
$5.51M 0.01%
28,600
+1,426
355
$5.49M 0.01%
+58,680
356
$5.45M 0.01%
27,138
-13,283
357
$5.41M 0.01%
32,150
-12,076
358
$5.18M 0.01%
208,911
+2,275
359
$5.1M 0.01%
28,537
+5,179
360
$5.01M 0.01%
16,685
-8
361
$4.97M 0.01%
17,251
-591
362
$4.95M 0.01%
63,444
+6,945
363
$4.81M 0.01%
60,022
+619
364
$4.74M 0.01%
38,289
+1,000
365
$4.72M 0.01%
74,544
-1,644
366
$4.7M 0.01%
9,418
-658
367
$4.68M 0.01%
18,960
-15,713
368
$4.66M 0.01%
72,197
-20,444
369
$4.64M 0.01%
149,099
-43,948
370
$4.62M 0.01%
3,501
+763
371
$4.59M 0.01%
28,360
+2,351
372
$4.57M 0.01%
23,128
+182
373
$4.53M 0.01%
46,260
+252
374
$4.5M 0.01%
172,439
+75
375
$4.36M 0.01%
5,756
+779