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
526
$1.71M ﹤0.01%
15,301
-48
527
$1.69M ﹤0.01%
1,379
+124
528
$1.67M ﹤0.01%
3,340
+329
529
$1.66M ﹤0.01%
13,993
+237
530
$1.65M ﹤0.01%
48,910
-53
531
$1.64M ﹤0.01%
11,466
-2,227
532
$1.64M ﹤0.01%
22,485
-3,622
533
$1.62M ﹤0.01%
19,324
-273
534
$1.62M ﹤0.01%
13,550
+208
535
$1.62M ﹤0.01%
25,778
+23,711
536
$1.62M ﹤0.01%
41,317
-3,542
537
$1.62M ﹤0.01%
11,882
-1,107
538
$1.61M ﹤0.01%
12,079
-238,450
539
$1.61M ﹤0.01%
8,608
+366
540
$1.6M ﹤0.01%
+53,993
541
$1.6M ﹤0.01%
90,858
+6,878
542
$1.6M ﹤0.01%
8,949
+37
543
$1.59M ﹤0.01%
11,151
-1,544
544
$1.58M ﹤0.01%
18,772
+2,029
545
$1.58M ﹤0.01%
6,640
+2,992
546
$1.57M ﹤0.01%
27,236
-169
547
$1.56M ﹤0.01%
26,115
-5,652
548
$1.53M ﹤0.01%
41,972
-2,376
549
$1.53M ﹤0.01%
18,144
+5,210
550
$1.52M ﹤0.01%
8,520
+332