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
201
$36.7M 0.06%
196,416
-356
202
$36.7M 0.06%
984,435
+207,373
203
$35.7M 0.05%
193,648
-13,837
204
$35.6M 0.05%
342,994
+7,632
205
$35.5M 0.05%
91,349
+15,610
206
$35.5M 0.05%
844,947
+27,051
207
$33.8M 0.05%
443,309
+68,962
208
$33.7M 0.05%
422,303
+25,263
209
$33.7M 0.05%
223,240
+89,319
210
$33.1M 0.05%
349,342
+61,317
211
$33.1M 0.05%
126,726
-34,643
212
$32M 0.05%
564,695
+79,964
213
$31.1M 0.05%
1,234,941
+193,487
214
$31M 0.05%
244,290
-46,216
215
$30.8M 0.05%
698,998
+21,801
216
$30.6M 0.05%
363,877
-1,789
217
$30.1M 0.05%
218,553
+7,761
218
$30.1M 0.05%
193,170
+83,725
219
$29.9M 0.05%
76,550
-25,535
220
$29.8M 0.05%
1,357,949
-2,784
221
$29.8M 0.05%
444,104
+64,222
222
$29.2M 0.04%
48,602
-6,737
223
$29.1M 0.04%
206,275
-119,525
224
$29.1M 0.04%
1,176,158
+45,359
225
$28.9M 0.04%
399,611
+56,261
7 8
9
10 11