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
651
$985K ﹤0.01%
5,698
-160
652
$978K ﹤0.01%
12,530
-1,625
653
$978K ﹤0.01%
3,024
+258
654
$969K ﹤0.01%
15,890
+414
655
$966K ﹤0.01%
21,719
-1,563
656
$966K ﹤0.01%
7,186
-34
657
$963K ﹤0.01%
9,054
+192
658
$963K ﹤0.01%
14,605
+2,819
659
$963K ﹤0.01%
11,613
660
$940K ﹤0.01%
17,051
-3,337
661
$932K ﹤0.01%
68,300
662
$931K ﹤0.01%
3,165
+285
663
$930K ﹤0.01%
36,086
+11,881
664
$929K ﹤0.01%
7,464
-4,126
665
$928K ﹤0.01%
50,319
-14,594
666
$927K ﹤0.01%
16,118
-18,038
667
$924K ﹤0.01%
3,375
+125
668
$924K ﹤0.01%
9,050
+507
669
$917K ﹤0.01%
36,991
-543,811
670
$913K ﹤0.01%
4,382
+1,185
671
$912K ﹤0.01%
3,590
+2,424
672
$909K ﹤0.01%
13,485
+624
673
$906K ﹤0.01%
13,417
+32
674
$906K ﹤0.01%
15,171
+467
675
$904K ﹤0.01%
14,766
+6,749