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
901
$434K ﹤0.01%
4,836
+639
902
$434K ﹤0.01%
3,995
+660
903
$433K ﹤0.01%
5,253
-433
904
$432K ﹤0.01%
12,281
+333
905
$432K ﹤0.01%
6,474
-706
906
$426K ﹤0.01%
4,412
+771
907
$426K ﹤0.01%
8,620
+63
908
$425K ﹤0.01%
2,979
-270
909
$424K ﹤0.01%
2,522
-3
910
$424K ﹤0.01%
5,749
+3,119
911
$424K ﹤0.01%
31,300
912
$422K ﹤0.01%
37,550
+263
913
$422K ﹤0.01%
3,201
+3
914
$421K ﹤0.01%
14,799
+13
915
$420K ﹤0.01%
32,957
-1,219
916
$419K ﹤0.01%
4,049
+39
917
$419K ﹤0.01%
6,520
+55
918
$415K ﹤0.01%
7,845
919
$413K ﹤0.01%
1,542
-14
920
$411K ﹤0.01%
6,206
-108
921
$406K ﹤0.01%
3,046
-125
922
$405K ﹤0.01%
6,453
+81
923
$405K ﹤0.01%
905
-118
924
$405K ﹤0.01%
15,396
+4,727
925
$404K ﹤0.01%
26,793
-7,609
35 36
37
38 39