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
2151
$5K ﹤0.01%
560
+78
2152
$5K ﹤0.01%
75
2153
$5K ﹤0.01%
163
-67
2154
$5K ﹤0.01%
176
+69
2155
$4K ﹤0.01%
33
+23
2156
$4K ﹤0.01%
459
+319
2157
$4K ﹤0.01%
143
-57
2158
$4K ﹤0.01%
+28
2159
$4K ﹤0.01%
275
+103
2160
$4K ﹤0.01%
73
-325
2161
$4K ﹤0.01%
+394
2162
$4K ﹤0.01%
1,085
+364
2163
$4K ﹤0.01%
+59
2164
$4K ﹤0.01%
73
-27
2165
$4K ﹤0.01%
6
2166
$4K ﹤0.01%
202
+122
2167
$4K ﹤0.01%
215
-28
2168
$4K ﹤0.01%
388
+50
2169
$4K ﹤0.01%
100
2170
$4K ﹤0.01%
155
+71
2171
$4K ﹤0.01%
661
+127
2172
$4K ﹤0.01%
275
+136
2173
$4K ﹤0.01%
200
+90
2174
$4K ﹤0.01%
90
+5
2175
$4K ﹤0.01%
+10
85 86
87
88 89