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
801
$591K ﹤0.01%
4,588
+211
802
$588K ﹤0.01%
3,040
+43
803
$588K ﹤0.01%
3,085
+190
804
$587K ﹤0.01%
2,895
+1,452
805
$584K ﹤0.01%
3,653
-1,149
806
$583K ﹤0.01%
16,879
+1,713
807
$576K ﹤0.01%
23,401
+310
808
$575K ﹤0.01%
10,784
-206
809
$575K ﹤0.01%
19,710
-6,338
810
$574K ﹤0.01%
9,470
+1,334
811
$573K ﹤0.01%
7,500
+2,400
812
$570K ﹤0.01%
2,827
+27
813
$568K ﹤0.01%
6,481
+529
814
$568K ﹤0.01%
4,680
+455
815
$568K ﹤0.01%
18,059
+697
816
$566K ﹤0.01%
3,380
+63
817
$566K ﹤0.01%
5,664
+2,159
818
$560K ﹤0.01%
23,684
+2,389
819
$557K ﹤0.01%
19,676
-107
820
$556K ﹤0.01%
6,581
-262
821
$556K ﹤0.01%
2,569
+43
822
$555K ﹤0.01%
18,770
-5,537
823
$551K ﹤0.01%
10,245
+5,519
824
$547K ﹤0.01%
37,105
825
$544K ﹤0.01%
14,117
31 32
33
34 35