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
476
$2.21M ﹤0.01%
10,453
-2,045
477
$2.21M ﹤0.01%
25,146
-1,539
478
$2.21M ﹤0.01%
55,100
479
$2.2M ﹤0.01%
17,343
+3,512
480
$2.2M ﹤0.01%
1,468
+802
481
$2.16M ﹤0.01%
23,020
+1,937
482
$2.14M ﹤0.01%
84,751
483
$2.14M ﹤0.01%
5,071
-326
484
$2.14M ﹤0.01%
21,831
+4,650
485
$2.13M ﹤0.01%
19,085
-959
486
$2.12M ﹤0.01%
56,892
-115
487
$2.11M ﹤0.01%
1,106
+189
488
$2.11M ﹤0.01%
19,345
+2,775
489
$2.1M ﹤0.01%
15,073
+39
490
$2.1M ﹤0.01%
36,896
-16,018
491
$2.09M ﹤0.01%
28,106
+5,836
492
$2.09M ﹤0.01%
25,527
+5,226
493
$2.07M ﹤0.01%
9,903
-692
494
$2.05M ﹤0.01%
15,976
+403
495
$2.05M ﹤0.01%
27,118
+3,933
496
$2.05M ﹤0.01%
13,267
+2,757
497
$2.04M ﹤0.01%
5,842
+3,759
498
$2.04M ﹤0.01%
190,307
-30,000
499
$2M ﹤0.01%
8,502
+429
500
$1.98M ﹤0.01%
123,537
-24,927
18 19
20
21 22