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
1776
$16K ﹤0.01%
3,513
1777
$16K ﹤0.01%
318
-3
1778
$16K ﹤0.01%
504
+248
1779
$16K ﹤0.01%
316
+103
1780
$16K ﹤0.01%
627
+148
1781
$16K ﹤0.01%
+468
1782
$16K ﹤0.01%
521
1783
$16K ﹤0.01%
817
-100
1784
$15K ﹤0.01%
766
+636
1785
$15K ﹤0.01%
462
+93
1786
$15K ﹤0.01%
294
+48
1787
$15K ﹤0.01%
799
+127
1788
$15K ﹤0.01%
294
-13,982
1789
$15K ﹤0.01%
128
+17
1790
$15K ﹤0.01%
992
+198
1791
$15K ﹤0.01%
168
1792
$15K ﹤0.01%
937
1793
$15K ﹤0.01%
2,242
1794
$15K ﹤0.01%
1,176
-622
1795
$15K ﹤0.01%
1,194
+337
1796
$15K ﹤0.01%
786
+241
1797
$15K ﹤0.01%
136
-338
1798
$15K ﹤0.01%
113
-12
1799
$15K ﹤0.01%
412
+85
1800
$15K ﹤0.01%
203
+152
70 71
72
73 74