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
1276
$101K ﹤0.01%
222
+30
1277
$101K ﹤0.01%
5,210
+1,322
1278
$101K ﹤0.01%
2,385
-96
1279
$100K ﹤0.01%
1,201
-147,818
1280
$99K ﹤0.01%
2,662
+416
1281
$99K ﹤0.01%
3,740
+3,509
1282
$99K ﹤0.01%
1,685
1283
$99K ﹤0.01%
6,483
+226
1284
$99K ﹤0.01%
695
+396
1285
$98K ﹤0.01%
430
+46
1286
$98K ﹤0.01%
1,578
-803
1287
$97K ﹤0.01%
776
+68
1288
$97K ﹤0.01%
734
+391
1289
$97K ﹤0.01%
533
+249
1290
$96K ﹤0.01%
496
+158
1291
$95K ﹤0.01%
53
+14
1292
$95K ﹤0.01%
2,801
1293
$94K ﹤0.01%
577
+82
1294
$93K ﹤0.01%
640
+16
1295
$92K ﹤0.01%
1,362
+1,302
1296
$92K ﹤0.01%
1,600
-645
1297
$92K ﹤0.01%
1,049
1298
$91K ﹤0.01%
1,908
1299
$91K ﹤0.01%
1,720
-1,536
1300
$91K ﹤0.01%
3,355
+3,150