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
1901
$11K ﹤0.01%
205
-26
1902
$11K ﹤0.01%
119
1903
$11K ﹤0.01%
77
1904
$11K ﹤0.01%
173
+93
1905
$11K ﹤0.01%
395
+114
1906
$11K ﹤0.01%
658
+79
1907
$11K ﹤0.01%
891
+834
1908
$11K ﹤0.01%
846
+127
1909
$11K ﹤0.01%
259
+54
1910
$11K ﹤0.01%
254
+97
1911
$11K ﹤0.01%
193
-76
1912
$11K ﹤0.01%
497
+146
1913
$11K ﹤0.01%
133
+33
1914
$11K ﹤0.01%
309
+38
1915
$11K ﹤0.01%
380
1916
$11K ﹤0.01%
327
+70
1917
$11K ﹤0.01%
363
+37
1918
$10K ﹤0.01%
195
-447,649
1919
$10K ﹤0.01%
165
+77
1920
$10K ﹤0.01%
178
+13
1921
$10K ﹤0.01%
292
+28
1922
$10K ﹤0.01%
336
1923
$10K ﹤0.01%
+1,300
1924
$10K ﹤0.01%
462
1925
$10K ﹤0.01%
850