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
776
$629K ﹤0.01%
9,397
+344
777
$627K ﹤0.01%
3,633
+339
778
$626K ﹤0.01%
+12,557
779
$626K ﹤0.01%
24,295
+2,105
780
$617K ﹤0.01%
8,151
+1,685
781
$616K ﹤0.01%
6,558
-1,582
782
$611K ﹤0.01%
9,052
+391
783
$611K ﹤0.01%
19,916
+3,026
784
$610K ﹤0.01%
6,473
-41,358
785
$610K ﹤0.01%
22,413
+3,714
786
$610K ﹤0.01%
16,407
+1,722
787
$607K ﹤0.01%
6,258
-216
788
$606K ﹤0.01%
13,463
+2,368
789
$604K ﹤0.01%
14,001
+730
790
$603K ﹤0.01%
2,836
+45
791
$602K ﹤0.01%
47,110
792
$602K ﹤0.01%
14,919
-4,034
793
$601K ﹤0.01%
43,700
794
$599K ﹤0.01%
5,733
+55
795
$599K ﹤0.01%
12,218
-3,024
796
$597K ﹤0.01%
6,320
+330
797
$595K ﹤0.01%
13,575
+60
798
$595K ﹤0.01%
37,567
+749
799
$595K ﹤0.01%
8,106
+416
800
$592K ﹤0.01%
6,978
+511
30 31
32
33 34