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
951
$368K ﹤0.01%
6,606
+266
952
$368K ﹤0.01%
3,393
+59
953
$367K ﹤0.01%
10,272
+3,643
954
$366K ﹤0.01%
7,262
-170
955
$366K ﹤0.01%
18,714
+7,676
956
$365K ﹤0.01%
9,711
+9,360
957
$362K ﹤0.01%
4,033
+150
958
$360K ﹤0.01%
4,088
+589
959
$360K ﹤0.01%
8,860
-29
960
$358K ﹤0.01%
10,308
+7,001
961
$358K ﹤0.01%
4,359
+252
962
$356K ﹤0.01%
2,501
+1,671
963
$356K ﹤0.01%
16,577
+254
964
$355K ﹤0.01%
7,493
+6,876
965
$354K ﹤0.01%
9,544
-380
966
$353K ﹤0.01%
10,854
-14
967
$352K ﹤0.01%
6,932
+699
968
$350K ﹤0.01%
6,148
-19,414
969
$350K ﹤0.01%
7,729
-1,195
970
$349K ﹤0.01%
1,091
+291
971
$348K ﹤0.01%
2,450
+271
972
$347K ﹤0.01%
5,443
-3,378
973
$346K ﹤0.01%
5,354
974
$346K ﹤0.01%
7,213
+1,085
975
$343K ﹤0.01%
1,670
+171
37 38
39
40 41