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
1701
$19K ﹤0.01%
406
+58
1702
$19K ﹤0.01%
205
+64
1703
$19K ﹤0.01%
194
+85
1704
$19K ﹤0.01%
1,093
+64
1705
$19K ﹤0.01%
124
-1,217
1706
$19K ﹤0.01%
2,506
+6
1707
$19K ﹤0.01%
325
+27
1708
$19K ﹤0.01%
180
+66
1709
$19K ﹤0.01%
750
+149
1710
$19K ﹤0.01%
+782
1711
$19K ﹤0.01%
+804
1712
$19K ﹤0.01%
273
+53
1713
$19K ﹤0.01%
686
+152
1714
$19K ﹤0.01%
678
1715
$19K ﹤0.01%
710
+130
1716
$19K ﹤0.01%
694
+33
1717
$18K ﹤0.01%
1,481
+387
1718
$18K ﹤0.01%
1,003
+163
1719
$18K ﹤0.01%
273
+94
1720
$18K ﹤0.01%
632
+193
1721
$18K ﹤0.01%
279
+61
1722
$18K ﹤0.01%
616
+74
1723
$18K ﹤0.01%
887
+359
1724
$18K ﹤0.01%
892
+442
1725
$18K ﹤0.01%
430
+45