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
1726
$18K ﹤0.01%
559
1727
$18K ﹤0.01%
138
-305
1728
$18K ﹤0.01%
2,010
-333
1729
$18K ﹤0.01%
803
+40
1730
$18K ﹤0.01%
300
-122
1731
$18K ﹤0.01%
1,867
+307
1732
$18K ﹤0.01%
497
+322
1733
$18K ﹤0.01%
434
+199
1734
$18K ﹤0.01%
3,683
+775
1735
$18K ﹤0.01%
359
+276
1736
$18K ﹤0.01%
440
+2
1737
$17K ﹤0.01%
367
+191
1738
$17K ﹤0.01%
253
-125
1739
$17K ﹤0.01%
87
+14
1740
$17K ﹤0.01%
181
+55
1741
$17K ﹤0.01%
563
-144
1742
$17K ﹤0.01%
62
+30
1743
$17K ﹤0.01%
3,720
1744
$17K ﹤0.01%
784
+180
1745
$17K ﹤0.01%
+545
1746
$17K ﹤0.01%
300
-1,618
1747
$17K ﹤0.01%
1,115
+217
1748
$17K ﹤0.01%
436
+130
1749
$17K ﹤0.01%
348
-11
1750
$17K ﹤0.01%
404
+18
68 69
70
71 72