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
626
$1.11M ﹤0.01%
5,776
+58
627
$1.1M ﹤0.01%
4,338
+41
628
$1.1M ﹤0.01%
27,979
-2,665
629
$1.08M ﹤0.01%
5,093
-1,027
630
$1.05M ﹤0.01%
15,738
+701
631
$1.05M ﹤0.01%
18,594
+690
632
$1.05M ﹤0.01%
8,593
+115
633
$1.05M ﹤0.01%
15,591
-1,367
634
$1.05M ﹤0.01%
8,700
-544
635
$1.05M ﹤0.01%
19,759
+2,340
636
$1.05M ﹤0.01%
51,129
+179
637
$1.05M ﹤0.01%
13,666
+1,805
638
$1.04M ﹤0.01%
21,203
+421
639
$1.03M ﹤0.01%
10,717
+538
640
$1.03M ﹤0.01%
28,778
+122
641
$1.03M ﹤0.01%
7,520
642
$1.02M ﹤0.01%
3,668
-784
643
$1.02M ﹤0.01%
4,349
-474
644
$1.02M ﹤0.01%
25,219
+555
645
$1.01M ﹤0.01%
1,559
+32
646
$1.01M ﹤0.01%
126
+5
647
$1.01M ﹤0.01%
4,442
+507
648
$1.01M ﹤0.01%
82,801
-8,127
649
$1M ﹤0.01%
2,317
+28
650
$998K ﹤0.01%
14,823
+2,443
24 25
26
27 28