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
2101
$6K ﹤0.01%
67
-16
2102
$6K ﹤0.01%
124
+75
2103
$6K ﹤0.01%
212
+117
2104
$6K ﹤0.01%
210
+38
2105
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143
+52
2106
$6K ﹤0.01%
109
-17
2107
$6K ﹤0.01%
117
+51
2108
$6K ﹤0.01%
177
-563
2109
$6K ﹤0.01%
65
2110
$6K ﹤0.01%
454
+98
2111
$6K ﹤0.01%
191
+42
2112
$6K ﹤0.01%
499
+364
2113
$5K ﹤0.01%
125
2114
$5K ﹤0.01%
+1,000
2115
$5K ﹤0.01%
761
+683
2116
$5K ﹤0.01%
202
+58
2117
$5K ﹤0.01%
189
+111
2118
$5K ﹤0.01%
153
+90
2119
$5K ﹤0.01%
568
+204
2120
$5K ﹤0.01%
607
+130
2121
$5K ﹤0.01%
229
2122
$5K ﹤0.01%
299
-15
2123
$5K ﹤0.01%
203
+95
2124
$5K ﹤0.01%
54
-8,261
2125
$5K ﹤0.01%
+242
83 84
85
86 87