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
1101
$214K ﹤0.01%
+1,300
1102
$214K ﹤0.01%
9,571
+128
1103
$214K ﹤0.01%
+2,377
1104
$214K ﹤0.01%
8,623
+2,438
1105
$213K ﹤0.01%
2,962
+2,309
1106
$212K ﹤0.01%
6,531
-41
1107
$212K ﹤0.01%
3,410
-452
1108
$211K ﹤0.01%
11,695
+10,150
1109
$211K ﹤0.01%
7,320
+4,422
1110
$211K ﹤0.01%
2,021
1111
$206K ﹤0.01%
5,904
+284
1112
$205K ﹤0.01%
2,472
-43
1113
$205K ﹤0.01%
1,525
-116
1114
$204K ﹤0.01%
2,160
+1,990
1115
$201K ﹤0.01%
2,119
-129
1116
$201K ﹤0.01%
1,347
-68
1117
$200K ﹤0.01%
6,287
-155
1118
$199K ﹤0.01%
4,734
1119
$199K ﹤0.01%
11,060
+10,030
1120
$199K ﹤0.01%
22,267
+641
1121
$197K ﹤0.01%
4,274
1122
$197K ﹤0.01%
2,542
1123
$196K ﹤0.01%
607
-124
1124
$196K ﹤0.01%
+1,490
1125
$195K ﹤0.01%
2,907
+2,392
43 44
45
46 47