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
2001
$8K ﹤0.01%
958
+226
2002
$8K ﹤0.01%
186
+38
2003
$8K ﹤0.01%
286
+55
2004
$8K ﹤0.01%
393
+141
2005
$8K ﹤0.01%
221
+47
2006
$8K ﹤0.01%
322
+124
2007
$8K ﹤0.01%
54
-166
2008
$8K ﹤0.01%
417
+347
2009
$8K ﹤0.01%
126
+58
2010
$8K ﹤0.01%
50
-612
2011
$8K ﹤0.01%
420
+197
2012
$8K ﹤0.01%
487
+109
2013
$8K ﹤0.01%
318
+27
2014
$8K ﹤0.01%
618
+307
2015
$8K ﹤0.01%
398
+61
2016
$8K ﹤0.01%
192
+79
2017
$8K ﹤0.01%
165
+100
2018
$8K ﹤0.01%
699
+108
2019
$8K ﹤0.01%
97
+54
2020
$8K ﹤0.01%
245
+173
2021
$8K ﹤0.01%
+195
2022
$8K ﹤0.01%
355
2023
$8K ﹤0.01%
233
-118
2024
$8K ﹤0.01%
215
-131
2025
$8K ﹤0.01%
667
79 80
81
82 83