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
2076
$6K ﹤0.01%
+113
2077
$6K ﹤0.01%
140
-17,659
2078
$6K ﹤0.01%
385
+138
2079
$6K ﹤0.01%
194
-131
2080
$6K ﹤0.01%
221
+50
2081
$6K ﹤0.01%
69
2082
$6K ﹤0.01%
+60
2083
$6K ﹤0.01%
100
+20
2084
$6K ﹤0.01%
340
-195
2085
$6K ﹤0.01%
110
-120
2086
$6K ﹤0.01%
685
+490
2087
$6K ﹤0.01%
35
-39
2088
$6K ﹤0.01%
328
+177
2089
$6K ﹤0.01%
710
+610
2090
$6K ﹤0.01%
233
+114
2091
$6K ﹤0.01%
62
2092
$6K ﹤0.01%
484
+392
2093
$6K ﹤0.01%
535
+469
2094
$6K ﹤0.01%
128
+63
2095
$6K ﹤0.01%
178
-26
2096
$6K ﹤0.01%
+300
2097
$6K ﹤0.01%
594
-31
2098
$6K ﹤0.01%
132
2099
$6K ﹤0.01%
155
+33
2100
$6K ﹤0.01%
199
+71
82 83
84
85 86