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
2026
$7K ﹤0.01%
330
2027
$7K ﹤0.01%
730
+302
2028
$7K ﹤0.01%
423
+10
2029
$7K ﹤0.01%
488
-72
2030
$7K ﹤0.01%
205
-3,165
2031
$7K ﹤0.01%
186
+76
2032
$7K ﹤0.01%
118
+9
2033
$7K ﹤0.01%
+162
2034
$7K ﹤0.01%
376
+208
2035
$7K ﹤0.01%
201
+88
2036
$7K ﹤0.01%
149
+4
2037
$7K ﹤0.01%
545
+76
2038
$7K ﹤0.01%
837
+562
2039
$7K ﹤0.01%
254
+104
2040
$7K ﹤0.01%
973
+584
2041
$7K ﹤0.01%
291
-11
2042
$7K ﹤0.01%
313
+55
2043
$7K ﹤0.01%
160
+30
2044
$7K ﹤0.01%
204
+159
2045
$7K ﹤0.01%
495
-1
2046
$7K ﹤0.01%
549
-636,085
2047
$7K ﹤0.01%
80
+2
2048
$7K ﹤0.01%
675
2049
$7K ﹤0.01%
1,100
+549
2050
$7K ﹤0.01%
250
+104
80 81
82
83 84