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
1201
$143K ﹤0.01%
3,942
+233
1202
$143K ﹤0.01%
4,777
+1,301
1203
$142K ﹤0.01%
543
-46
1204
$142K ﹤0.01%
1,130
1205
$141K ﹤0.01%
1,429
-11
1206
$141K ﹤0.01%
2,580
+2,063
1207
$140K ﹤0.01%
2,311
+1,239
1208
$139K ﹤0.01%
782
-1
1209
$138K ﹤0.01%
378
+207
1210
$138K ﹤0.01%
4,596
-39
1211
$138K ﹤0.01%
2,310
+365
1212
$137K ﹤0.01%
15,160
+218
1213
$136K ﹤0.01%
4,775
1214
$135K ﹤0.01%
639
-1,192
1215
$133K ﹤0.01%
1,170
1216
$133K ﹤0.01%
527
+40
1217
$132K ﹤0.01%
746
+679
1218
$132K ﹤0.01%
3,093
+263
1219
$132K ﹤0.01%
1,114
+268
1220
$131K ﹤0.01%
2,515
+586
1221
$131K ﹤0.01%
+3,014
1222
$130K ﹤0.01%
1,691
+1,349
1223
$129K ﹤0.01%
48,869
-2,381
1224
$129K ﹤0.01%
3,100
+2,855
1225
$128K ﹤0.01%
1,294
+319