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
1551
$31K ﹤0.01%
1,564
+488
1552
$31K ﹤0.01%
261
+140
1553
$31K ﹤0.01%
870
1554
$31K ﹤0.01%
203
+29
1555
$31K ﹤0.01%
583
+71
1556
$31K ﹤0.01%
+2,512
1557
$31K ﹤0.01%
167
+84
1558
$31K ﹤0.01%
+985
1559
$31K ﹤0.01%
2,827
+70
1560
$31K ﹤0.01%
365
-202
1561
$30K ﹤0.01%
255
+162
1562
$30K ﹤0.01%
1,235
+231
1563
$30K ﹤0.01%
534
-73
1564
$30K ﹤0.01%
2,656
+2,306
1565
$30K ﹤0.01%
+998
1566
$30K ﹤0.01%
400
+176
1567
$30K ﹤0.01%
213
+19
1568
$30K ﹤0.01%
362
-194,549
1569
$29K ﹤0.01%
348
+130
1570
$29K ﹤0.01%
1,017
+726
1571
$29K ﹤0.01%
323
+49
1572
$29K ﹤0.01%
+530
1573
$29K ﹤0.01%
236
1574
$29K ﹤0.01%
+390
1575
$29K ﹤0.01%
+4,314