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
1351
$68K ﹤0.01%
3,306
-462
1352
$68K ﹤0.01%
1,040
+128
1353
$68K ﹤0.01%
1,345
-1,279
1354
$68K ﹤0.01%
1,588
+814
1355
$67K ﹤0.01%
2,222
+1,378
1356
$67K ﹤0.01%
1,548
-2,682
1357
$67K ﹤0.01%
333
+140
1358
$67K ﹤0.01%
1,473
1359
$67K ﹤0.01%
+3,275
1360
$66K ﹤0.01%
291
+59
1361
$66K ﹤0.01%
553
+60
1362
$65K ﹤0.01%
784
1363
$65K ﹤0.01%
679
+40
1364
$65K ﹤0.01%
+724
1365
$64K ﹤0.01%
1,593
-3,825
1366
$64K ﹤0.01%
719
1367
$64K ﹤0.01%
100,000
1368
$64K ﹤0.01%
5,472
+107
1369
$64K ﹤0.01%
838
+370
1370
$64K ﹤0.01%
716
+149
1371
$63K ﹤0.01%
287
+92
1372
$63K ﹤0.01%
376
-65
1373
$63K ﹤0.01%
1,371
+40
1374
$63K ﹤0.01%
+2,623
1375
$63K ﹤0.01%
490
+87