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
1226
$128K ﹤0.01%
5,921
-288
1227
$128K ﹤0.01%
5,121
+4,269
1228
$128K ﹤0.01%
1,764
1229
$128K ﹤0.01%
1,590
+1,465
1230
$123K ﹤0.01%
3,683
-382
1231
$123K ﹤0.01%
2,627
+486
1232
$123K ﹤0.01%
1,468
+1,297
1233
$122K ﹤0.01%
915
-179
1234
$121K ﹤0.01%
2,505
-248
1235
$121K ﹤0.01%
1,816
+265
1236
$121K ﹤0.01%
836
-364
1237
$121K ﹤0.01%
836
+484
1238
$120K ﹤0.01%
3,380
+2,798
1239
$119K ﹤0.01%
6,180
+239
1240
$119K ﹤0.01%
3,506
+317
1241
$118K ﹤0.01%
3,821
+1
1242
$118K ﹤0.01%
1,216
+1,037
1243
$118K ﹤0.01%
582
+241
1244
$117K ﹤0.01%
20,112
1245
$116K ﹤0.01%
1,596
+32
1246
$115K ﹤0.01%
1,421
-17
1247
$114K ﹤0.01%
5,090
1248
$114K ﹤0.01%
3,299
-194
1249
$114K ﹤0.01%
1,019
+275
1250
$110K ﹤0.01%
2,110
+1,772
48 49
50
51 52