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
426
$3.05M ﹤0.01%
584,463
-67
427
$3.03M ﹤0.01%
12,843
+10,341
428
$3M ﹤0.01%
17,908
+1,240
429
$2.99M ﹤0.01%
17,179
+22
430
$2.94M ﹤0.01%
15,146
+9,517
431
$2.91M ﹤0.01%
9,788
432
$2.9M ﹤0.01%
9,427
-150
433
$2.9M ﹤0.01%
60,439
-2,619
434
$2.89M ﹤0.01%
64,027
+4,507
435
$2.88M ﹤0.01%
48,674
+5,383
436
$2.87M ﹤0.01%
11,631
+943
437
$2.86M ﹤0.01%
58,348
-39,908
438
$2.85M ﹤0.01%
31,433
-4,978
439
$2.84M ﹤0.01%
10,403
+2,538
440
$2.83M ﹤0.01%
16,125
+987
441
$2.83M ﹤0.01%
306,003
442
$2.8M ﹤0.01%
2,271
443
$2.8M ﹤0.01%
13,520
-19,003
444
$2.77M ﹤0.01%
39,728
-257
445
$2.75M ﹤0.01%
17,460
-1,119,554
446
$2.75M ﹤0.01%
40,302
447
$2.74M ﹤0.01%
111,950
+45,325
448
$2.71M ﹤0.01%
14,492
-654
449
$2.71M ﹤0.01%
31,015
-36
450
$2.67M ﹤0.01%
33,115
+745