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
701
$840K ﹤0.01%
31,876
+8,384
702
$827K ﹤0.01%
6,968
+968
703
$827K ﹤0.01%
18,279
+79
704
$825K ﹤0.01%
8,211
+1,730
705
$824K ﹤0.01%
9,935
+1,172
706
$822K ﹤0.01%
7,712
+32
707
$819K ﹤0.01%
7,862
+7,249
708
$819K ﹤0.01%
9,133
-2,339
709
$813K ﹤0.01%
22,352
+22,025
710
$809K ﹤0.01%
3,155
+275
711
$809K ﹤0.01%
18,674
-4,342
712
$807K ﹤0.01%
12,805
+723
713
$806K ﹤0.01%
18,048
+82
714
$805K ﹤0.01%
11,495
-1,090
715
$804K ﹤0.01%
8,381
-1
716
$791K ﹤0.01%
79,813
+8,523
717
$790K ﹤0.01%
13,821
+4,957
718
$789K ﹤0.01%
65,990
+12,489
719
$788K ﹤0.01%
5,036
+458
720
$788K ﹤0.01%
57,503
721
$787K ﹤0.01%
24,000
722
$787K ﹤0.01%
532,079
-39
723
$781K ﹤0.01%
14,149
+2,138
724
$774K ﹤0.01%
+14,813
725
$773K ﹤0.01%
1,478
-1,926
27 28
29
30 31