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
1051
$263K ﹤0.01%
1,520
1052
$263K ﹤0.01%
2,810
1053
$263K ﹤0.01%
1,341
+177
1054
$260K ﹤0.01%
2,992
+2,632
1055
$258K ﹤0.01%
14,936
-506
1056
$256K ﹤0.01%
2,858
+1,377
1057
$254K ﹤0.01%
2,947
-655
1058
$254K ﹤0.01%
1,038
+363
1059
$254K ﹤0.01%
3,846
+496
1060
$254K ﹤0.01%
2,030
-150
1061
$253K ﹤0.01%
+5,549
1062
$252K ﹤0.01%
3,324
+759
1063
$249K ﹤0.01%
9,688
+7,898
1064
$248K ﹤0.01%
2,812
-20
1065
$248K ﹤0.01%
3,353
+3,009
1066
$247K ﹤0.01%
+2,455
1067
$245K ﹤0.01%
20,790
-8,438
1068
$245K ﹤0.01%
5,785
+185
1069
$242K ﹤0.01%
+12,785
1070
$240K ﹤0.01%
31,866
+82
1071
$240K ﹤0.01%
2,411
1072
$239K ﹤0.01%
1,598
+284
1073
$238K ﹤0.01%
2,333
-2
1074
$238K ﹤0.01%
2,223
-209
1075
$238K ﹤0.01%
1,397
+1,163
41 42
43
44 45