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
1151
$176K ﹤0.01%
1,856
-267,653
1152
$176K ﹤0.01%
13,900
-515
1153
$175K ﹤0.01%
641
-641
1154
$174K ﹤0.01%
34,272
+1,090
1155
$174K ﹤0.01%
9,251
+2,051
1156
$172K ﹤0.01%
1,415
+1,280
1157
$172K ﹤0.01%
2,509
+29
1158
$172K ﹤0.01%
764
-155
1159
$170K ﹤0.01%
11,105
+3,566
1160
$169K ﹤0.01%
776
+24
1161
$168K ﹤0.01%
295
+99
1162
$166K ﹤0.01%
3,688
+2,550
1163
$166K ﹤0.01%
1,575
+179
1164
$166K ﹤0.01%
1,983
+39
1165
$165K ﹤0.01%
5,091
+832
1166
$164K ﹤0.01%
5,547
+1,145
1167
$164K ﹤0.01%
4,136
+196
1168
$163K ﹤0.01%
1,981
+105
1169
$163K ﹤0.01%
3,834
+2,013
1170
$160K ﹤0.01%
3,335
-327,987
1171
$159K ﹤0.01%
3,264
-1,647
1172
$158K ﹤0.01%
1,730
+534
1173
$157K ﹤0.01%
1,224
+38
1174
$157K ﹤0.01%
94
1175
$157K ﹤0.01%
1,224
+49
45 46
47
48 49