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
726
$770K ﹤0.01%
10,939
+432
727
$769K ﹤0.01%
19,485
+550
728
$767K ﹤0.01%
9,975
-99
729
$765K ﹤0.01%
8,731
-8
730
$763K ﹤0.01%
30,972
+235
731
$760K ﹤0.01%
16,079
+1,940
732
$757K ﹤0.01%
823
+35
733
$750K ﹤0.01%
10,895
+275
734
$729K ﹤0.01%
15,919
+2,112
735
$727K ﹤0.01%
5,898
+397
736
$718K ﹤0.01%
9,820
-234,671
737
$717K ﹤0.01%
5,670
+33
738
$717K ﹤0.01%
5,085
+309
739
$712K ﹤0.01%
4,025
+2,917
740
$711K ﹤0.01%
10,918
+1,055
741
$707K ﹤0.01%
5,338
-222
742
$706K ﹤0.01%
+20,580
743
$702K ﹤0.01%
26,066
+2,176
744
$701K ﹤0.01%
6,782
+398
745
$700K ﹤0.01%
+16,000
746
$700K ﹤0.01%
14,010
-11,071
747
$698K ﹤0.01%
2,681
+698
748
$691K ﹤0.01%
5,018
+793
749
$688K ﹤0.01%
8,723
+2,000
750
$686K ﹤0.01%
8,311
-1,038
28 29
30
31 32