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
401
$3.44M 0.01%
+230,555
402
$3.39M 0.01%
41,363
+15,090
403
$3.38M 0.01%
37,895
+885
404
$3.38M 0.01%
45,310
-4,053
405
$3.37M 0.01%
24,209
-2,133
406
$3.37M 0.01%
6,853
+288
407
$3.33M 0.01%
22,771
+6,959
408
$3.33M 0.01%
104,215
-19,639
409
$3.32M 0.01%
21,842
+1,031
410
$3.31M 0.01%
98,842
+20,226
411
$3.31M 0.01%
8,459
+994
412
$3.31M 0.01%
129,761
+6,896
413
$3.29M 0.01%
23,185
-10,612
414
$3.29M 0.01%
3,454
+294
415
$3.29M 0.01%
54,809
-28,641
416
$3.24M 0.01%
24,692
+488
417
$3.23M ﹤0.01%
17,027
-16,337
418
$3.18M ﹤0.01%
13,281
+217
419
$3.16M ﹤0.01%
56,933
-2,053
420
$3.15M ﹤0.01%
11,284
+333
421
$3.15M ﹤0.01%
22,447
-11,881
422
$3.11M ﹤0.01%
64,427
+315
423
$3.11M ﹤0.01%
37,075
-3,919
424
$3.11M ﹤0.01%
7,363
+683
425
$3.1M ﹤0.01%
74,040
-19,785
15 16
17
18 19