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
1926
$10K ﹤0.01%
177
+36
1927
$10K ﹤0.01%
222
+83
1928
$10K ﹤0.01%
395
+28
1929
$10K ﹤0.01%
310
+214
1930
$10K ﹤0.01%
+412
1931
$10K ﹤0.01%
406
-138
1932
$10K ﹤0.01%
499
+207
1933
$10K ﹤0.01%
1,125
+201
1934
$10K ﹤0.01%
592
+171
1935
$10K ﹤0.01%
408
+268
1936
$10K ﹤0.01%
152
1937
$10K ﹤0.01%
137
1938
$10K ﹤0.01%
147
-9
1939
$10K ﹤0.01%
54
+22
1940
$10K ﹤0.01%
303
+42
1941
$10K ﹤0.01%
852
+187
1942
$10K ﹤0.01%
330
+140
1943
$10K ﹤0.01%
108
+45
1944
$10K ﹤0.01%
194
+96
1945
$10K ﹤0.01%
593
+358
1946
$10K ﹤0.01%
138
-158,663
1947
$10K ﹤0.01%
171
+34
1948
$10K ﹤0.01%
95
+75
1949
$10K ﹤0.01%
+113
1950
$10K ﹤0.01%
287
+104