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
676
$902K ﹤0.01%
12,615
+922
677
$902K ﹤0.01%
6,760
+1,642
678
$901K ﹤0.01%
6,589
-405
679
$901K ﹤0.01%
11,486
+309
680
$897K ﹤0.01%
4,750
+223
681
$894K ﹤0.01%
6,058
+3,223
682
$893K ﹤0.01%
8,885
-46
683
$891K ﹤0.01%
16,779
+3,346
684
$890K ﹤0.01%
24,930
+6,595
685
$889K ﹤0.01%
36,222
+1,572
686
$887K ﹤0.01%
3,822
+317
687
$878K ﹤0.01%
81,500
688
$877K ﹤0.01%
22,330
689
$875K ﹤0.01%
2,794
+14
690
$875K ﹤0.01%
5,399
-16
691
$874K ﹤0.01%
2,588
+1,422
692
$874K ﹤0.01%
6,286
+374
693
$872K ﹤0.01%
7,709
+381
694
$868K ﹤0.01%
23,812
+22,000
695
$864K ﹤0.01%
24,380
696
$856K ﹤0.01%
12,519
697
$855K ﹤0.01%
2,867
-295
698
$848K ﹤0.01%
12,940
699
$845K ﹤0.01%
6,671
+6,503
700
$845K ﹤0.01%
24,080
+2,304
26 27
28
29 30