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
1026
$292K ﹤0.01%
2,688
1027
$292K ﹤0.01%
11,221
+325
1028
$292K ﹤0.01%
1,828
-296
1029
$291K ﹤0.01%
11,720
+74
1030
$290K ﹤0.01%
2,009
-566,579
1031
$288K ﹤0.01%
3,413
+212
1032
$287K ﹤0.01%
7,142
+451
1033
$283K ﹤0.01%
4,275
+3,771
1034
$281K ﹤0.01%
11,531
+1,773
1035
$280K ﹤0.01%
4,021
-10
1036
$280K ﹤0.01%
3,030
1037
$280K ﹤0.01%
9,184
-1,907
1038
$277K ﹤0.01%
3,521
+176
1039
$276K ﹤0.01%
4,371
-394
1040
$276K ﹤0.01%
6,612
-1,560
1041
$276K ﹤0.01%
2,760
+257
1042
$274K ﹤0.01%
10,665
1043
$273K ﹤0.01%
1,142
-175
1044
$271K ﹤0.01%
5,384
-89
1045
$271K ﹤0.01%
24,929
-506
1046
$271K ﹤0.01%
+2,687
1047
$270K ﹤0.01%
140,843
1048
$269K ﹤0.01%
2,870
-70
1049
$269K ﹤0.01%
12,812
1050
$269K ﹤0.01%
44,740
-2,180
40 41
42
43 44