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
851
$505K ﹤0.01%
15,971
+4,759
852
$505K ﹤0.01%
2,558
+156
853
$503K ﹤0.01%
1,042
+943
854
$497K ﹤0.01%
7,815
+198
855
$496K ﹤0.01%
8,201
856
$496K ﹤0.01%
6,880
857
$495K ﹤0.01%
6,744
+297
858
$495K ﹤0.01%
4,049
+309
859
$494K ﹤0.01%
6,955
+960
860
$493K ﹤0.01%
1,588
-138
861
$491K ﹤0.01%
6,147
+742
862
$487K ﹤0.01%
7,525
+99
863
$485K ﹤0.01%
4,993
864
$480K ﹤0.01%
5,361
+30
865
$479K ﹤0.01%
10,980
-535
866
$478K ﹤0.01%
15,219
867
$476K ﹤0.01%
5,696
-4,130
868
$476K ﹤0.01%
2,368
+132
869
$475K ﹤0.01%
13,437
+583
870
$474K ﹤0.01%
5,142
871
$473K ﹤0.01%
5,053
-1,410
872
$472K ﹤0.01%
864
-116
873
$472K ﹤0.01%
1,126
+28
874
$470K ﹤0.01%
6,711
+509
875
$468K ﹤0.01%
14,600
33 34
35
36 37