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
1976
$9K ﹤0.01%
133
+94
1977
$9K ﹤0.01%
170
-27
1978
$9K ﹤0.01%
154
+43
1979
$9K ﹤0.01%
440
1980
$9K ﹤0.01%
636
+270
1981
$9K ﹤0.01%
191
+169
1982
$9K ﹤0.01%
+60
1983
$9K ﹤0.01%
196
+39
1984
$9K ﹤0.01%
1,742
-1,820,866
1985
$9K ﹤0.01%
369
+310
1986
$9K ﹤0.01%
+432
1987
$9K ﹤0.01%
190
+127
1988
$9K ﹤0.01%
375
+99
1989
$9K ﹤0.01%
156
-59
1990
$9K ﹤0.01%
274
+9
1991
$9K ﹤0.01%
196
-570
1992
$9K ﹤0.01%
+463
1993
$9K ﹤0.01%
799
+161
1994
$8K ﹤0.01%
180
+159
1995
$8K ﹤0.01%
449
+14
1996
$8K ﹤0.01%
111
-46
1997
$8K ﹤0.01%
118
+19
1998
$8K ﹤0.01%
356
-6
1999
$8K ﹤0.01%
115
-110
2000
$8K ﹤0.01%
+71
78 79
80
81 82