Bessemer Group

Bessemer Group Portfolio holdings

AUM $65.1B
1-Year Est. Return 26.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$61.6B
AUM Growth
+$5.83B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,729
New
Increased
Reduced
Closed

Top Buys

1
+$393M
2
+$293M
3
+$238M
4
SPOT icon
Spotify
SPOT
+$221M
5
SHW icon
Sherwin-Williams
SHW
+$210M

Top Sells

1
+$380M
2
+$370M
3
+$287M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$237M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$235M

Sector Composition

1 Technology 29.07%
2 Financials 14.05%
3 Consumer Discretionary 9.88%
4 Industrials 9.29%
5 Communication Services 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$5K ﹤0.01%
131
-165
2027
$5K ﹤0.01%
+100
2028
$5K ﹤0.01%
366
+145
2029
$5K ﹤0.01%
83
-2,290
2030
$5K ﹤0.01%
37
+5
2031
$5K ﹤0.01%
25
+2
2032
$5K ﹤0.01%
340
-206
2033
$5K ﹤0.01%
166
-59
2034
$5K ﹤0.01%
311
+71
2035
$5K ﹤0.01%
+60
2036
$5K ﹤0.01%
448
2037
$5K ﹤0.01%
122
-61
2038
$5K ﹤0.01%
482
2039
$5K ﹤0.01%
151
-141
2040
$5K ﹤0.01%
351
2041
$5K ﹤0.01%
113
2042
$5K ﹤0.01%
91
2043
$5K ﹤0.01%
454
+162
2044
$5K ﹤0.01%
+790
2045
$5K ﹤0.01%
149
-161
2046
$5K ﹤0.01%
+282
2047
$4K ﹤0.01%
223
+38
2048
$4K ﹤0.01%
157
-500
2049
$4K ﹤0.01%
110
2050
$4K ﹤0.01%
235
+105
80 81
82
83 84