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
1601
$27K ﹤0.01%
461
+377
1602
$26K ﹤0.01%
422
+28
1603
$26K ﹤0.01%
222
-11
1604
$26K ﹤0.01%
933
+391
1605
$26K ﹤0.01%
2,110
1606
$26K ﹤0.01%
646
+140
1607
$26K ﹤0.01%
1,168
+170
1608
$26K ﹤0.01%
+115
1609
$26K ﹤0.01%
446
+158
1610
$26K ﹤0.01%
596
+342
1611
$26K ﹤0.01%
149
+77
1612
$26K ﹤0.01%
7,958
1613
$26K ﹤0.01%
1,366
+274
1614
$26K ﹤0.01%
+1,395
1615
$25K ﹤0.01%
715
-2,044
1616
$25K ﹤0.01%
217
+47
1617
$25K ﹤0.01%
+15,200
1618
$25K ﹤0.01%
211
+12
1619
$25K ﹤0.01%
317
+91
1620
$25K ﹤0.01%
852
+194
1621
$25K ﹤0.01%
215
1622
$25K ﹤0.01%
2,507
1623
$25K ﹤0.01%
873
-774
1624
$25K ﹤0.01%
207
-207
1625
$25K ﹤0.01%
1,170
+368