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
2126
$5K ﹤0.01%
242
+94
2127
$5K ﹤0.01%
+153
2128
$5K ﹤0.01%
+28
2129
$5K ﹤0.01%
75
-29
2130
$5K ﹤0.01%
189
+7
2131
$5K ﹤0.01%
71
-16
2132
$5K ﹤0.01%
66
+35
2133
$5K ﹤0.01%
46
+7
2134
$5K ﹤0.01%
+16
2135
$5K ﹤0.01%
182
-411
2136
$5K ﹤0.01%
1,013
-833
2137
$5K ﹤0.01%
+228
2138
$5K ﹤0.01%
250
+106
2139
$5K ﹤0.01%
435
2140
$5K ﹤0.01%
166
2141
$5K ﹤0.01%
29
+19
2142
$5K ﹤0.01%
85
2143
$5K ﹤0.01%
229
+140
2144
$5K ﹤0.01%
278
-32,501
2145
$5K ﹤0.01%
+110
2146
$5K ﹤0.01%
588
+403
2147
$5K ﹤0.01%
217
-235
2148
$5K ﹤0.01%
319
+153
2149
$5K ﹤0.01%
207
+195
2150
$5K ﹤0.01%
179
+43
84 85
86
87 88