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
1676
$21K ﹤0.01%
597
+285
1677
$21K ﹤0.01%
304
+37
1678
$21K ﹤0.01%
245
+72
1679
$20K ﹤0.01%
472
+119
1680
$20K ﹤0.01%
505
+465
1681
$20K ﹤0.01%
681
+51
1682
$20K ﹤0.01%
1,655
+1,654
1683
$20K ﹤0.01%
+301
1684
$20K ﹤0.01%
379
+138
1685
$20K ﹤0.01%
441
+144
1686
$20K ﹤0.01%
191
-38
1687
$20K ﹤0.01%
+200
1688
$20K ﹤0.01%
216
+72
1689
$20K ﹤0.01%
351
+64
1690
$20K ﹤0.01%
595
+108
1691
$20K ﹤0.01%
400
-960
1692
$20K ﹤0.01%
639
+161
1693
$20K ﹤0.01%
190
+100
1694
$19K ﹤0.01%
115
+74
1695
$19K ﹤0.01%
13,797
1696
$19K ﹤0.01%
420
1697
$19K ﹤0.01%
+455
1698
$19K ﹤0.01%
329
-51
1699
$19K ﹤0.01%
229
-368,752
1700
$19K ﹤0.01%
+200
66 67
68
69 70