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
1801
$15K ﹤0.01%
700
+96
1802
$15K ﹤0.01%
241
-25
1803
$15K ﹤0.01%
285
-45
1804
$14K ﹤0.01%
296
-27
1805
$14K ﹤0.01%
684
+224
1806
$14K ﹤0.01%
361
+245
1807
$14K ﹤0.01%
888
+389
1808
$14K ﹤0.01%
+227
1809
$14K ﹤0.01%
822
-19,661
1810
$14K ﹤0.01%
178
+61
1811
$14K ﹤0.01%
205
+204
1812
$14K ﹤0.01%
145
-155
1813
$14K ﹤0.01%
126
+17
1814
$14K ﹤0.01%
106
1815
$14K ﹤0.01%
100
+63
1816
$14K ﹤0.01%
967
+411
1817
$14K ﹤0.01%
412
-15
1818
$14K ﹤0.01%
356
+32
1819
$14K ﹤0.01%
507
+95
1820
$14K ﹤0.01%
+338
1821
$14K ﹤0.01%
1,298
+561
1822
$14K ﹤0.01%
272
+63
1823
$14K ﹤0.01%
355
+105
1824
$14K ﹤0.01%
2,936
+476
1825
$14K ﹤0.01%
1,175
71 72
73
74 75