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
551
$1.5M ﹤0.01%
2,671
+1,554
552
$1.5M ﹤0.01%
15,266
+1,627
553
$1.49M ﹤0.01%
8,621
+335
554
$1.49M ﹤0.01%
36,230
+9,328
555
$1.48M ﹤0.01%
3,025
-217,558
556
$1.48M ﹤0.01%
13,500
-630
557
$1.48M ﹤0.01%
10,189
-43
558
$1.48M ﹤0.01%
23,787
-1,576
559
$1.47M ﹤0.01%
18,915
+2,819
560
$1.47M ﹤0.01%
17,670
+562
561
$1.47M ﹤0.01%
28,053
+27,658
562
$1.46M ﹤0.01%
37,643
-1,255
563
$1.45M ﹤0.01%
2,481
+1,157
564
$1.44M ﹤0.01%
1,835
+332
565
$1.43M ﹤0.01%
3,364
+536
566
$1.43M ﹤0.01%
7,099
+228
567
$1.42M ﹤0.01%
15,538
-744
568
$1.41M ﹤0.01%
31,250
+2,560
569
$1.41M ﹤0.01%
71,078
+428
570
$1.41M ﹤0.01%
5,790
+430
571
$1.4M ﹤0.01%
17,369
+1,295
572
$1.39M ﹤0.01%
36,803
+36,644
573
$1.38M ﹤0.01%
4,765
-122
574
$1.37M ﹤0.01%
11,401
+8,439
575
$1.36M ﹤0.01%
12,551
-3,940