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
601
$1.2M ﹤0.01%
12,854
+2,505
602
$1.2M ﹤0.01%
5,505
-977
603
$1.2M ﹤0.01%
13,667
+9,337
604
$1.2M ﹤0.01%
18,584
605
$1.18M ﹤0.01%
14,224
-347
606
$1.18M ﹤0.01%
41,805
607
$1.18M ﹤0.01%
8,854
-1,317
608
$1.17M ﹤0.01%
4,667
+10
609
$1.17M ﹤0.01%
6,205
+808
610
$1.17M ﹤0.01%
93,783
-7,001,679
611
$1.16M ﹤0.01%
3,885
-48
612
$1.16M ﹤0.01%
20,292
+185
613
$1.15M ﹤0.01%
24,255
+4,290
614
$1.15M ﹤0.01%
3,457
+126
615
$1.15M ﹤0.01%
9,015
-538
616
$1.14M ﹤0.01%
16,856
617
$1.14M ﹤0.01%
8,594
+705
618
$1.14M ﹤0.01%
3,676
+169
619
$1.13M ﹤0.01%
34,435
+1,336
620
$1.13M ﹤0.01%
35,004
-2,448
621
$1.13M ﹤0.01%
20,894
+87
622
$1.13M ﹤0.01%
4,318
+150
623
$1.12M ﹤0.01%
3,750
+513
624
$1.11M ﹤0.01%
11,705
-5,081
625
$1.11M ﹤0.01%
8,475
+250
23 24
25
26 27