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
501
$1.98M ﹤0.01%
11,606
+1,594
502
$1.94M ﹤0.01%
9,398
-58
503
$1.93M ﹤0.01%
38,224
+2,066
504
$1.9M ﹤0.01%
18,420
-980
505
$1.89M ﹤0.01%
17,696
506
$1.89M ﹤0.01%
23,454
+85
507
$1.87M ﹤0.01%
57,083
-6,518
508
$1.85M ﹤0.01%
15,991
+8,005
509
$1.84M ﹤0.01%
19,675
+10,112
510
$1.82M ﹤0.01%
19,888
+1,973
511
$1.82M ﹤0.01%
16,291
+97
512
$1.81M ﹤0.01%
28,224
+1,476
513
$1.81M ﹤0.01%
22,651
+3,387
514
$1.78M ﹤0.01%
7,007
-114
515
$1.78M ﹤0.01%
13,414
-777
516
$1.77M ﹤0.01%
21,024
-1,794
517
$1.76M ﹤0.01%
18,296
+5,617
518
$1.76M ﹤0.01%
15,695
+255
519
$1.75M ﹤0.01%
96,021
520
$1.74M ﹤0.01%
30,357
+6,400
521
$1.73M ﹤0.01%
63,944
-177,561
522
$1.73M ﹤0.01%
11,358
+705
523
$1.73M ﹤0.01%
18,984
+1,939
524
$1.72M ﹤0.01%
17,131
+2,948
525
$1.71M ﹤0.01%
13,208