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
826
$541K ﹤0.01%
5,629
-12
827
$540K ﹤0.01%
+6,323
828
$537K ﹤0.01%
9,134
+492
829
$534K ﹤0.01%
4,826
-117
830
$532K ﹤0.01%
15,464
-32
831
$529K ﹤0.01%
8,898
-964
832
$529K ﹤0.01%
1,840
+279
833
$528K ﹤0.01%
1,639
-2,001
834
$528K ﹤0.01%
3,348
-900
835
$527K ﹤0.01%
5,550
-2,668
836
$526K ﹤0.01%
33,609
837
$525K ﹤0.01%
7,076
+46
838
$522K ﹤0.01%
7,624
+29
839
$520K ﹤0.01%
6,924
+1,019
840
$519K ﹤0.01%
6,359
-183
841
$519K ﹤0.01%
34,800
842
$519K ﹤0.01%
5,048
-18,074
843
$517K ﹤0.01%
28,283
+11,617
844
$517K ﹤0.01%
3,841
+992
845
$516K ﹤0.01%
10,005
846
$515K ﹤0.01%
3,084
+186
847
$512K ﹤0.01%
6,029
+119
848
$509K ﹤0.01%
23,229
+2,884
849
$507K ﹤0.01%
1,092
+228
850
$506K ﹤0.01%
3,571
+1,520
32 33
34
35 36