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
1076
$237K ﹤0.01%
8,389
-3
1077
$236K ﹤0.01%
2,390
-171
1078
$236K ﹤0.01%
4,350
-79
1079
$234K ﹤0.01%
1,194
+138
1080
$233K ﹤0.01%
1,681
+93
1081
$232K ﹤0.01%
15,637
-8,282
1082
$232K ﹤0.01%
1,984
1083
$231K ﹤0.01%
9,935
1084
$231K ﹤0.01%
2,300
+615
1085
$231K ﹤0.01%
2,719
-1,300
1086
$229K ﹤0.01%
5,329
+1,857
1087
$227K ﹤0.01%
11,934
+11,041
1088
$227K ﹤0.01%
710
+45
1089
$227K ﹤0.01%
8,790
+1,140
1090
$226K ﹤0.01%
10,145
-3,166
1091
$226K ﹤0.01%
2,980
-12
1092
$225K ﹤0.01%
1,700
+1,100
1093
$224K ﹤0.01%
2,692
+588
1094
$222K ﹤0.01%
57,130
1095
$221K ﹤0.01%
1,264
+13
1096
$219K ﹤0.01%
8,564
-265
1097
$218K ﹤0.01%
3,389
-18
1098
$217K ﹤0.01%
4,935
1099
$215K ﹤0.01%
3,500
-500
1100
$214K ﹤0.01%
980
-17