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
1001
$323K ﹤0.01%
10,047
+109
1002
$322K ﹤0.01%
2,437
+38
1003
$321K ﹤0.01%
5,386
+552
1004
$317K ﹤0.01%
9,332
+38
1005
$316K ﹤0.01%
2,258
+2
1006
$316K ﹤0.01%
8,307
1007
$314K ﹤0.01%
+6,276
1008
$312K ﹤0.01%
10,664
-670
1009
$308K ﹤0.01%
13,303
+774
1010
$308K ﹤0.01%
4,324
-29
1011
$308K ﹤0.01%
1,221
+41
1012
$307K ﹤0.01%
4,455
+3,817
1013
$307K ﹤0.01%
1,838
-55
1014
$306K ﹤0.01%
2,490
-103
1015
$306K ﹤0.01%
1,021
+32
1016
$303K ﹤0.01%
20,286
1017
$303K ﹤0.01%
6,402
+512
1018
$302K ﹤0.01%
17,740
-164
1019
$302K ﹤0.01%
745
+144
1020
$300K ﹤0.01%
1,755
+175
1021
$300K ﹤0.01%
1,443
+104
1022
$298K ﹤0.01%
15,939
+1,096
1023
$298K ﹤0.01%
1,781
+10
1024
$297K ﹤0.01%
6,043
-684
1025
$292K ﹤0.01%
3,985
+100
39 40
41
42 43