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
1401
$56K ﹤0.01%
448
+89
1402
$56K ﹤0.01%
666
+485
1403
$56K ﹤0.01%
430
+14
1404
$56K ﹤0.01%
875
1405
$56K ﹤0.01%
5,334
+2,778
1406
$55K ﹤0.01%
937
+203
1407
$55K ﹤0.01%
430
+86
1408
$55K ﹤0.01%
1,337
+275
1409
$55K ﹤0.01%
186
+40
1410
$54K ﹤0.01%
368
+283
1411
$54K ﹤0.01%
2,074
+740
1412
$54K ﹤0.01%
7,901
+2,201
1413
$54K ﹤0.01%
402
1414
$54K ﹤0.01%
718
+541
1415
$54K ﹤0.01%
4,279
+421
1416
$53K ﹤0.01%
600
+431
1417
$53K ﹤0.01%
+1,000
1418
$53K ﹤0.01%
989
+184
1419
$53K ﹤0.01%
629
+342
1420
$53K ﹤0.01%
3,314
+2,306
1421
$53K ﹤0.01%
940
+815
1422
$52K ﹤0.01%
133
+32
1423
$52K ﹤0.01%
880
+435
1424
$52K ﹤0.01%
5,731
+419
1425
$52K ﹤0.01%
1,553
+771