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
2051
$7K ﹤0.01%
247
+142
2052
$7K ﹤0.01%
33
+8
2053
$7K ﹤0.01%
66
2054
$7K ﹤0.01%
444
+188
2055
$7K ﹤0.01%
150
+115
2056
$7K ﹤0.01%
380
+78
2057
$7K ﹤0.01%
+1,000
2058
$7K ﹤0.01%
+30
2059
$7K ﹤0.01%
166
+108
2060
$7K ﹤0.01%
1,654
+490
2061
$7K ﹤0.01%
302
+174
2062
$7K ﹤0.01%
100
+56
2063
$7K ﹤0.01%
196
+138
2064
$7K ﹤0.01%
302
+96
2065
$7K ﹤0.01%
17
-86
2066
$7K ﹤0.01%
+110
2067
$7K ﹤0.01%
500
-339
2068
$7K ﹤0.01%
93
+40
2069
$6K ﹤0.01%
830
-392
2070
$6K ﹤0.01%
31
+10
2071
$6K ﹤0.01%
202
-31
2072
$6K ﹤0.01%
628
+104
2073
$6K ﹤0.01%
468
+333
2074
$6K ﹤0.01%
+11
2075
$6K ﹤0.01%
174
+23