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
926
$402K ﹤0.01%
2,871
+95
927
$398K ﹤0.01%
2,774
+51
928
$397K ﹤0.01%
3,585
+100
929
$393K ﹤0.01%
2,215
+377
930
$392K ﹤0.01%
5,267
+5,133
931
$390K ﹤0.01%
21,597
+348
932
$390K ﹤0.01%
2,748
+331
933
$390K ﹤0.01%
3,216
+17
934
$389K ﹤0.01%
4,585
+602
935
$389K ﹤0.01%
3,831
+189
936
$389K ﹤0.01%
2,772
-772
937
$388K ﹤0.01%
6,858
+103
938
$388K ﹤0.01%
2,179
-523
939
$388K ﹤0.01%
5,112
940
$388K ﹤0.01%
14,866
941
$387K ﹤0.01%
2,380
-93
942
$387K ﹤0.01%
5,083
+24
943
$387K ﹤0.01%
9,420
-1,941
944
$383K ﹤0.01%
6,053
-673
945
$379K ﹤0.01%
1,819
-337
946
$376K ﹤0.01%
1,093
+2
947
$374K ﹤0.01%
2,947
+54
948
$371K ﹤0.01%
1,948
+801
949
$371K ﹤0.01%
19,004
-676
950
$370K ﹤0.01%
12,216
+22