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
1951
$10K ﹤0.01%
997
-10,824
1952
$10K ﹤0.01%
355
-12
1953
$10K ﹤0.01%
245
+63
1954
$10K ﹤0.01%
1,566
-3,479
1955
$10K ﹤0.01%
280
+172
1956
$10K ﹤0.01%
82
+10
1957
$10K ﹤0.01%
+90
1958
$9K ﹤0.01%
378
+125
1959
$9K ﹤0.01%
215
-48
1960
$9K ﹤0.01%
+515
1961
$9K ﹤0.01%
786
+258
1962
$9K ﹤0.01%
200
1963
$9K ﹤0.01%
748
+64
1964
$9K ﹤0.01%
247
-14
1965
$9K ﹤0.01%
243
+103
1966
$9K ﹤0.01%
469
-172
1967
$9K ﹤0.01%
353
+117
1968
$9K ﹤0.01%
184
+150
1969
$9K ﹤0.01%
128
1970
$9K ﹤0.01%
184
-31
1971
$9K ﹤0.01%
57
+2
1972
$9K ﹤0.01%
475
-907
1973
$9K ﹤0.01%
48
+33
1974
$9K ﹤0.01%
1,261
+213
1975
$9K ﹤0.01%
167
+28
77 78
79
80 81