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
1176
$156K ﹤0.01%
1,909
+96
1177
$156K ﹤0.01%
4,114
+3,230
1178
$156K ﹤0.01%
335
+28
1179
$155K ﹤0.01%
942
+757
1180
$155K ﹤0.01%
1,236
+981
1181
$154K ﹤0.01%
1,093
+178
1182
$154K ﹤0.01%
4,607
1183
$153K ﹤0.01%
3,763
-146
1184
$153K ﹤0.01%
28,854
1185
$153K ﹤0.01%
1,552
-185,793
1186
$153K ﹤0.01%
12,021
+542
1187
$153K ﹤0.01%
4,001
1188
$153K ﹤0.01%
+10,000
1189
$152K ﹤0.01%
5,697
+5,383
1190
$151K ﹤0.01%
3,429
+687
1191
$151K ﹤0.01%
8,009
+7,609
1192
$150K ﹤0.01%
+8,200
1193
$150K ﹤0.01%
719
+597
1194
$150K ﹤0.01%
2,166
-5,614
1195
$149K ﹤0.01%
1,586
+300
1196
$149K ﹤0.01%
1,427
+616
1197
$149K ﹤0.01%
2,629
+2,305
1198
$147K ﹤0.01%
4,552
+223
1199
$146K ﹤0.01%
2,895
+659
1200
$144K ﹤0.01%
5,375
+4,770