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
1826
$13K ﹤0.01%
752
+361
1827
$13K ﹤0.01%
599
+244
1828
$13K ﹤0.01%
532
-2
1829
$13K ﹤0.01%
432
1830
$13K ﹤0.01%
2,428
+1,388
1831
$13K ﹤0.01%
397
+63
1832
$13K ﹤0.01%
251
+55
1833
$13K ﹤0.01%
188
+56
1834
$13K ﹤0.01%
168
-43
1835
$13K ﹤0.01%
153
-1,646
1836
$13K ﹤0.01%
111
+45
1837
$13K ﹤0.01%
393
+263
1838
$13K ﹤0.01%
656
-54
1839
$13K ﹤0.01%
1,572
+461
1840
$13K ﹤0.01%
497
+70
1841
$13K ﹤0.01%
196
+77
1842
$13K ﹤0.01%
485
1843
$13K ﹤0.01%
776
-189
1844
$13K ﹤0.01%
555
+145
1845
$13K ﹤0.01%
88
+27
1846
$13K ﹤0.01%
332
+201
1847
$13K ﹤0.01%
2,436
-294
1848
$13K ﹤0.01%
107
+16
1849
$13K ﹤0.01%
589
+139
1850
$13K ﹤0.01%
1,132
-1,950