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
2301
$2K ﹤0.01%
105
-34
2302
$2K ﹤0.01%
+265
2303
$2K ﹤0.01%
1,300
2304
$2K ﹤0.01%
40
2305
$2K ﹤0.01%
416
+348
2306
$2K ﹤0.01%
129
-384
2307
$2K ﹤0.01%
+79
2308
$2K ﹤0.01%
173
-21
2309
$2K ﹤0.01%
49
+22
2310
$2K ﹤0.01%
147
+64
2311
$2K ﹤0.01%
+50
2312
$2K ﹤0.01%
30
2313
$2K ﹤0.01%
5
2314
$2K ﹤0.01%
113
+56
2315
$2K ﹤0.01%
+14
2316
$2K ﹤0.01%
+87
2317
$2K ﹤0.01%
25
2318
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116
+89
2319
$2K ﹤0.01%
161
2320
$2K ﹤0.01%
+151
2321
$2K ﹤0.01%
56
2322
$2K ﹤0.01%
404
-784
2323
$2K ﹤0.01%
137
+7
2324
$2K ﹤0.01%
+470
2325
$2K ﹤0.01%
+38
91 92
93
94 95