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
1501
$38K ﹤0.01%
1,068
+132
1502
$38K ﹤0.01%
781
+394
1503
$38K ﹤0.01%
1,350
1504
$38K ﹤0.01%
2,350
+2,165
1505
$37K ﹤0.01%
4,567
+204
1506
$37K ﹤0.01%
117
1507
$37K ﹤0.01%
2,023
+592
1508
$37K ﹤0.01%
514
+58
1509
$36K ﹤0.01%
494
+330
1510
$36K ﹤0.01%
1,885
1511
$36K ﹤0.01%
506
+95
1512
$36K ﹤0.01%
360
+18
1513
$36K ﹤0.01%
+1,351
1514
$36K ﹤0.01%
446
1515
$36K ﹤0.01%
515
+106
1516
$36K ﹤0.01%
+240
1517
$36K ﹤0.01%
1,206
-3,573
1518
$36K ﹤0.01%
414
+112
1519
$35K ﹤0.01%
368
+119
1520
$35K ﹤0.01%
2,030
-3,898
1521
$35K ﹤0.01%
1,219
+441
1522
$35K ﹤0.01%
574
+321
1523
$35K ﹤0.01%
111
+55
1524
$34K ﹤0.01%
3,830
+1,445
1525
$34K ﹤0.01%
848
59 60
61
62 63