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
1301
$90K ﹤0.01%
1,565
+1,480
1302
$90K ﹤0.01%
11,934
-581
1303
$89K ﹤0.01%
330
+320
1304
$88K ﹤0.01%
1,178
-112
1305
$87K ﹤0.01%
7,010
+6,455
1306
$86K ﹤0.01%
2,104
+501
1307
$86K ﹤0.01%
2,322
+2,105
1308
$85K ﹤0.01%
8,508
-1,403
1309
$85K ﹤0.01%
1,204
+798
1310
$85K ﹤0.01%
3,790
+284
1311
$84K ﹤0.01%
+3,500
1312
$84K ﹤0.01%
830
-250
1313
$84K ﹤0.01%
4,967
+838
1314
$83K ﹤0.01%
1,048
+108
1315
$83K ﹤0.01%
2,949
+54
1316
$82K ﹤0.01%
1,074
-26
1317
$81K ﹤0.01%
1,600
1318
$81K ﹤0.01%
1,108
1319
$81K ﹤0.01%
2,055
+172
1320
$81K ﹤0.01%
625
-194
1321
$80K ﹤0.01%
1,153
+324
1322
$80K ﹤0.01%
417
+177
1323
$79K ﹤0.01%
1,588
+405
1324
$79K ﹤0.01%
1,046
+177
1325
$79K ﹤0.01%
1,804
-402