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
751
$686K ﹤0.01%
3,313
752
$684K ﹤0.01%
9,336
+465
753
$681K ﹤0.01%
11,280
+11,217
754
$679K ﹤0.01%
4,825
-236
755
$678K ﹤0.01%
9,095
+7,280
756
$678K ﹤0.01%
37,217
+627
757
$675K ﹤0.01%
4,276
+1,931
758
$669K ﹤0.01%
8,212
+116
759
$668K ﹤0.01%
2,418
+215
760
$666K ﹤0.01%
2,823
+183
761
$664K ﹤0.01%
8,944
+251
762
$661K ﹤0.01%
2,998
+542
763
$659K ﹤0.01%
10,000
764
$658K ﹤0.01%
9,287
+450
765
$658K ﹤0.01%
2,355
+120
766
$656K ﹤0.01%
4,175
+214
767
$651K ﹤0.01%
10,016
-3,448
768
$651K ﹤0.01%
11,718
-232
769
$650K ﹤0.01%
2,188
-178
770
$650K ﹤0.01%
2,984
+50
771
$644K ﹤0.01%
1,660
-251
772
$638K ﹤0.01%
2,317
-352
773
$636K ﹤0.01%
5,142
774
$635K ﹤0.01%
16,134
+1,170
775
$630K ﹤0.01%
14,675
-97
29 30
31
32 33