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
1451
$46K ﹤0.01%
1,251
+249
1452
$46K ﹤0.01%
1,674
+471
1453
$46K ﹤0.01%
1,248
+238
1454
$46K ﹤0.01%
2,769
+932
1455
$46K ﹤0.01%
281
+12
1456
$46K ﹤0.01%
427
-554
1457
$45K ﹤0.01%
1,114
+338
1458
$45K ﹤0.01%
1,227
+1,174
1459
$45K ﹤0.01%
2,085
+1,886
1460
$44K ﹤0.01%
412
+272
1461
$44K ﹤0.01%
1,428
+1,292
1462
$44K ﹤0.01%
221
+91
1463
$44K ﹤0.01%
896
+69
1464
$44K ﹤0.01%
9,654
+5,372
1465
$44K ﹤0.01%
2,569
-223
1466
$44K ﹤0.01%
137
+107
1467
$44K ﹤0.01%
1,821
+341
1468
$43K ﹤0.01%
395
+70
1469
$43K ﹤0.01%
382
-85
1470
$43K ﹤0.01%
150
+49
1471
$43K ﹤0.01%
1,475
+467
1472
$43K ﹤0.01%
1,402
-698
1473
$43K ﹤0.01%
7,209
+968
1474
$43K ﹤0.01%
642
+277
1475
$43K ﹤0.01%
596
+333