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
1851
$13K ﹤0.01%
204
+35
1852
$13K ﹤0.01%
164
+61
1853
$13K ﹤0.01%
+351
1854
$13K ﹤0.01%
795
+446
1855
$13K ﹤0.01%
167
+126
1856
$13K ﹤0.01%
819
+371
1857
$13K ﹤0.01%
+31
1858
$13K ﹤0.01%
249
+57
1859
$13K ﹤0.01%
+587
1860
$12K ﹤0.01%
225
-428
1861
$12K ﹤0.01%
662
+210
1862
$12K ﹤0.01%
43
+34
1863
$12K ﹤0.01%
921
+468
1864
$12K ﹤0.01%
615
-185
1865
$12K ﹤0.01%
325
-23
1866
$12K ﹤0.01%
395
+87
1867
$12K ﹤0.01%
140
1868
$12K ﹤0.01%
1,500
-29
1869
$12K ﹤0.01%
892
-118
1870
$12K ﹤0.01%
712
+73
1871
$12K ﹤0.01%
225
1872
$12K ﹤0.01%
2,500
1873
$12K ﹤0.01%
838
1874
$12K ﹤0.01%
+993
1875
$12K ﹤0.01%
100
-18
73 74
75
76 77