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
1651
$23K ﹤0.01%
761
+133
1652
$23K ﹤0.01%
1,208
-48
1653
$23K ﹤0.01%
1,584
-250
1654
$23K ﹤0.01%
+1,178
1655
$22K ﹤0.01%
357
+96
1656
$22K ﹤0.01%
393
1657
$22K ﹤0.01%
757
+171
1658
$22K ﹤0.01%
295
+37
1659
$22K ﹤0.01%
2,095
+608
1660
$22K ﹤0.01%
220
-1,945
1661
$22K ﹤0.01%
1,300
-149
1662
$22K ﹤0.01%
899
+350
1663
$22K ﹤0.01%
2,988
+1,481
1664
$22K ﹤0.01%
504
+223
1665
$22K ﹤0.01%
374
1666
$22K ﹤0.01%
229
+90
1667
$21K ﹤0.01%
224
+61
1668
$21K ﹤0.01%
389
+110
1669
$21K ﹤0.01%
631
+25
1670
$21K ﹤0.01%
398
+172
1671
$21K ﹤0.01%
207
-247
1672
$21K ﹤0.01%
141
+14
1673
$21K ﹤0.01%
670
+215
1674
$21K ﹤0.01%
677
+91
1675
$21K ﹤0.01%
500
-50