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
451
$2.65M ﹤0.01%
84,610
-17,729
452
$2.64M ﹤0.01%
286,988
453
$2.63M ﹤0.01%
21,673
+9,284
454
$2.58M ﹤0.01%
85,423
-9,205
455
$2.57M ﹤0.01%
8,083
+544
456
$2.55M ﹤0.01%
7,650
+400
457
$2.54M ﹤0.01%
16,390
+2,907
458
$2.52M ﹤0.01%
5,188
-584
459
$2.52M ﹤0.01%
38,114
+1,655
460
$2.49M ﹤0.01%
60,838
-6,889
461
$2.37M ﹤0.01%
11,529
+4,960
462
$2.35M ﹤0.01%
25,918
-5,360
463
$2.35M ﹤0.01%
6,875
-898
464
$2.34M ﹤0.01%
24,723
+2,195
465
$2.32M ﹤0.01%
65,453
-3,327
466
$2.32M ﹤0.01%
8,486
+2,183
467
$2.3M ﹤0.01%
18,165
+1,032
468
$2.29M ﹤0.01%
51,780
+262
469
$2.26M ﹤0.01%
19,701
-841,446
470
$2.25M ﹤0.01%
6,843
-213
471
$2.24M ﹤0.01%
10,084
-2,960
472
$2.23M ﹤0.01%
97,244
+31,975
473
$2.23M ﹤0.01%
23,240
474
$2.23M ﹤0.01%
10,371
+251
475
$2.21M ﹤0.01%
7,202
-1,692
17 18
19
20 21