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
1876
$12K ﹤0.01%
96
-4
1877
$12K ﹤0.01%
659
+18
1878
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+158
1879
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365
1880
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95
+55
1881
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401
+306
1882
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323
+142
1883
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765
+425
1884
$12K ﹤0.01%
156
-254,706
1885
$12K ﹤0.01%
179
+103
1886
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243
+92
1887
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244
1888
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101
1889
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458
-114
1890
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906
+452
1891
$12K ﹤0.01%
260
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236
+83
1893
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+177
1894
$11K ﹤0.01%
622
-651
1895
$11K ﹤0.01%
910
+410
1896
$11K ﹤0.01%
1,675
1897
$11K ﹤0.01%
175
+70
1898
$11K ﹤0.01%
9
-87
1899
$11K ﹤0.01%
238
+113
1900
$11K ﹤0.01%
170