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
1526
$34K ﹤0.01%
2,126
1527
$34K ﹤0.01%
1,341
+1,176
1528
$34K ﹤0.01%
294
-265
1529
$34K ﹤0.01%
108
-12
1530
$33K ﹤0.01%
1,003
+50
1531
$33K ﹤0.01%
220
+53
1532
$33K ﹤0.01%
1,819
+659
1533
$33K ﹤0.01%
1,759
+45
1534
$33K ﹤0.01%
1,867
+319
1535
$33K ﹤0.01%
780
-1,139
1536
$33K ﹤0.01%
901
+486
1537
$33K ﹤0.01%
1,688
1538
$32K ﹤0.01%
988
+171
1539
$32K ﹤0.01%
626
+214
1540
$32K ﹤0.01%
292
+280
1541
$32K ﹤0.01%
2,134
+541
1542
$32K ﹤0.01%
2,299
+652
1543
$32K ﹤0.01%
295
+62
1544
$32K ﹤0.01%
102
+14
1545
$32K ﹤0.01%
140
-105
1546
$32K ﹤0.01%
845
+204
1547
$32K ﹤0.01%
742
+126
1548
$32K ﹤0.01%
465
+66
1549
$32K ﹤0.01%
163
+126
1550
$31K ﹤0.01%
498
-232,450
60 61
62
63 64