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
1751
$17K ﹤0.01%
478
+273
1752
$17K ﹤0.01%
103
+69
1753
$17K ﹤0.01%
677
-1,496
1754
$17K ﹤0.01%
257
+242
1755
$17K ﹤0.01%
315
+146
1756
$17K ﹤0.01%
+235
1757
$17K ﹤0.01%
310
+76
1758
$17K ﹤0.01%
+1,840
1759
$16K ﹤0.01%
673
+203
1760
$16K ﹤0.01%
110
1761
$16K ﹤0.01%
1,708
+372
1762
$16K ﹤0.01%
692
+459
1763
$16K ﹤0.01%
285
+104
1764
$16K ﹤0.01%
160
-23
1765
$16K ﹤0.01%
288
-357
1766
$16K ﹤0.01%
1,462
+517
1767
$16K ﹤0.01%
161
+41
1768
$16K ﹤0.01%
199
+41
1769
$16K ﹤0.01%
114
+30
1770
$16K ﹤0.01%
679
-274
1771
$16K ﹤0.01%
1,218
+101
1772
$16K ﹤0.01%
191
+72
1773
$16K ﹤0.01%
1,079
+153
1774
$16K ﹤0.01%
421
-83
1775
$16K ﹤0.01%
395
69 70
71
72 73