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
1251
$110K ﹤0.01%
40,000
1252
$109K ﹤0.01%
1,332
+1,039
1253
$109K ﹤0.01%
4,182
-3,767
1254
$109K ﹤0.01%
+1,348
1255
$109K ﹤0.01%
3,260
+2,817
1256
$108K ﹤0.01%
1,288
-167
1257
$108K ﹤0.01%
600
1258
$108K ﹤0.01%
901
+125
1259
$108K ﹤0.01%
1,489
+1,170
1260
$107K ﹤0.01%
442
+364
1261
$107K ﹤0.01%
+1,986
1262
$106K ﹤0.01%
369
-1,073
1263
$106K ﹤0.01%
4,160
1264
$105K ﹤0.01%
1,293
+349
1265
$105K ﹤0.01%
1,993
+870
1266
$105K ﹤0.01%
322
-67
1267
$105K ﹤0.01%
2,635
+2,463
1268
$104K ﹤0.01%
5,409
+1,508
1269
$104K ﹤0.01%
3,027
+406
1270
$104K ﹤0.01%
2,171
+65
1271
$103K ﹤0.01%
1,469
+946
1272
$103K ﹤0.01%
1,668
+97
1273
$103K ﹤0.01%
935
1274
$102K ﹤0.01%
1,397
+4
1275
$102K ﹤0.01%
1,796
+45