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
976
$341K ﹤0.01%
7,580
-2,083
977
$341K ﹤0.01%
7,065
978
$340K ﹤0.01%
4,666
+267
979
$339K ﹤0.01%
4,554
-463
980
$339K ﹤0.01%
3,550
+973
981
$339K ﹤0.01%
4,595
+951
982
$336K ﹤0.01%
6,328
-70
983
$335K ﹤0.01%
5,879
+108
984
$334K ﹤0.01%
6,621
-513
985
$334K ﹤0.01%
7,217
-72
986
$334K ﹤0.01%
963
+330
987
$333K ﹤0.01%
25,373
+2,525
988
$333K ﹤0.01%
9,750
989
$330K ﹤0.01%
5,032
-62
990
$330K ﹤0.01%
15,894
-79
991
$329K ﹤0.01%
1,750
992
$327K ﹤0.01%
7,605
+942
993
$327K ﹤0.01%
6,029
+264
994
$326K ﹤0.01%
7,688
+7,335
995
$326K ﹤0.01%
9,748
+57
996
$326K ﹤0.01%
30,068
-1,985
997
$325K ﹤0.01%
5,598
-213
998
$325K ﹤0.01%
1,249
999
$324K ﹤0.01%
3,150
-70
1000
$323K ﹤0.01%
3,479
+4