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
576
$1.35M ﹤0.01%
10,760
-23
577
$1.35M ﹤0.01%
4,527
+65
578
$1.34M ﹤0.01%
6,856
+275
579
$1.32M ﹤0.01%
46,590
+5,760
580
$1.32M ﹤0.01%
6,201
+52
581
$1.32M ﹤0.01%
9,779
+173
582
$1.32M ﹤0.01%
7,436
-1,180
583
$1.3M ﹤0.01%
26,685
+5,432
584
$1.29M ﹤0.01%
52,090
585
$1.29M ﹤0.01%
6,644
-935
586
$1.28M ﹤0.01%
19,671
-2,043
587
$1.27M ﹤0.01%
5,168
+85
588
$1.27M ﹤0.01%
18,423
+3,025
589
$1.26M ﹤0.01%
12,250
-105
590
$1.26M ﹤0.01%
21,668
591
$1.26M ﹤0.01%
18,777
+5,115
592
$1.25M ﹤0.01%
16,109
+735
593
$1.24M ﹤0.01%
+23,675
594
$1.22M ﹤0.01%
5,087
+928
595
$1.22M ﹤0.01%
34,580
-30
596
$1.22M ﹤0.01%
9,660
+370
597
$1.21M ﹤0.01%
6,358
+207
598
$1.21M ﹤0.01%
22,205
+2,188
599
$1.21M ﹤0.01%
4,191
-553,502
600
$1.2M ﹤0.01%
67,070
-110