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
176
$64.2M 0.1%
169,314
+3,481
177
$61.6M 0.09%
242,349
-4,238
178
$60.8M 0.09%
3,862,170
+433,198
179
$58.8M 0.09%
552,541
+8,431
180
$58M 0.09%
300,213
-116,861
181
$57.2M 0.09%
407,324
-10,950
182
$56.9M 0.09%
775,204
-68
183
$56.3M 0.09%
704,514
+13,035
184
$56M 0.09%
461,934
+265,428
185
$53.8M 0.08%
3,313,939
-5,994
186
$52.6M 0.08%
183,242
+178,681
187
$51.3M 0.08%
1,211,586
+378,859
188
$50.7M 0.08%
320,190
+11,261
189
$47.6M 0.07%
147,372
+8,152
190
$46.2M 0.07%
1,384,599
+414,581
191
$46M 0.07%
846,752
+28,202
192
$44M 0.07%
275,640
+16,852
193
$43.4M 0.07%
125,644
+4,017
194
$42.5M 0.06%
419,866
-45,560
195
$42M 0.06%
623,870
-319,073
196
$40.4M 0.06%
3,482,718
-795
197
$38.7M 0.06%
66,614
+11,996
198
$38.5M 0.06%
102,143
+102,052
199
$38M 0.06%
199,446
+7,095
200
$37.5M 0.06%
217,113
-36,598