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
126
$134M 0.21%
654,914
+106,076
127
$133M 0.2%
1,401,414
+1,149
128
$132M 0.2%
317,939
-99,267
129
$130M 0.2%
589,190
-52
130
$130M 0.2%
477,369
-45,345
131
$128M 0.2%
1,527,844
+37,142
132
$128M 0.2%
697,676
+2,545
133
$128M 0.2%
833,126
-2,614
134
$128M 0.2%
2,486,139
+534,776
135
$126M 0.19%
737,929
+4,081
136
$125M 0.19%
630,188
+1,010
137
$123M 0.19%
200,663
+16,041
138
$120M 0.18%
2,589,361
-3,276
139
$119M 0.18%
1,423,108
-46,641
140
$118M 0.18%
1,472,838
+53,244
141
$114M 0.17%
885,172
-1,415
142
$112M 0.17%
808,020
-398
143
$112M 0.17%
595,012
+14,977
144
$112M 0.17%
244,047
+285
145
$109M 0.17%
1,646,858
+2,825
146
$109M 0.17%
1,366,542
+2,415
147
$106M 0.16%
920,942
-2,165
148
$104M 0.16%
1,583,928
+186,375
149
$104M 0.16%
702,327
-59,292
150
$102M 0.16%
1,132,121
+775
4 5
6
7 8