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
1326
$78K ﹤0.01%
773
+191
1327
$77K ﹤0.01%
2,017
-192
1328
$76K ﹤0.01%
1,364
+31
1329
$75K ﹤0.01%
+815
1330
$75K ﹤0.01%
240
+215
1331
$74K ﹤0.01%
771
+737
1332
$74K ﹤0.01%
1,433
+251
1333
$74K ﹤0.01%
3,243
+1,103
1334
$74K ﹤0.01%
2,142
+21
1335
$73K ﹤0.01%
325
-50
1336
$73K ﹤0.01%
1,492
-380,513
1337
$72K ﹤0.01%
1,777
+1,373
1338
$72K ﹤0.01%
215
+39
1339
$72K ﹤0.01%
260
+31
1340
$72K ﹤0.01%
9,925
+9,135
1341
$71K ﹤0.01%
1,645
-915
1342
$71K ﹤0.01%
4,927
+115
1343
$71K ﹤0.01%
1,048
+14
1344
$70K ﹤0.01%
17,896
1345
$70K ﹤0.01%
+1,400
1346
$70K ﹤0.01%
1,706
+224
1347
$70K ﹤0.01%
1,183
+44
1348
$70K ﹤0.01%
1,986
+1,216
1349
$69K ﹤0.01%
3,486
+2,678
1350
$69K ﹤0.01%
+620