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
1426
$51K ﹤0.01%
3,175
+2,863
1427
$50K ﹤0.01%
1,070
+444
1428
$50K ﹤0.01%
286
-99
1429
$50K ﹤0.01%
410
-43
1430
$50K ﹤0.01%
+947
1431
$50K ﹤0.01%
1,446
+749
1432
$50K ﹤0.01%
1,088
-117
1433
$50K ﹤0.01%
420
+177
1434
$50K ﹤0.01%
475
1435
$49K ﹤0.01%
877
+370
1436
$49K ﹤0.01%
967
+128
1437
$49K ﹤0.01%
1,234
+310
1438
$49K ﹤0.01%
1,339
1439
$49K ﹤0.01%
2,408
+1,148
1440
$49K ﹤0.01%
1,593
+69
1441
$48K ﹤0.01%
1,952
+629
1442
$48K ﹤0.01%
4,608
+395
1443
$48K ﹤0.01%
445
+14
1444
$48K ﹤0.01%
310
+97
1445
$47K ﹤0.01%
1,390
+248
1446
$47K ﹤0.01%
64
+47
1447
$47K ﹤0.01%
2,060
-102
1448
$47K ﹤0.01%
+1,030
1449
$46K ﹤0.01%
20,718
-34,062
1450
$46K ﹤0.01%
3,793
+52