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
2401
$1K ﹤0.01%
+932
2402
$1K ﹤0.01%
33
2403
$1K ﹤0.01%
585
+280
2404
$1K ﹤0.01%
110
-41
2405
$1K ﹤0.01%
+170
2406
$1K ﹤0.01%
47
+22
2407
$1K ﹤0.01%
157
+68
2408
$1K ﹤0.01%
+204
2409
$1K ﹤0.01%
25
2410
$1K ﹤0.01%
68
-53
2411
$1K ﹤0.01%
81
+10
2412
$1K ﹤0.01%
64
-155
2413
$1K ﹤0.01%
51
+38
2414
$1K ﹤0.01%
77
+51
2415
$1K ﹤0.01%
27
2416
$1K ﹤0.01%
+37
2417
$1K ﹤0.01%
28
+11
2418
$1K ﹤0.01%
11
+6
2419
$1K ﹤0.01%
53
2420
$1K ﹤0.01%
125
-28,253
2421
$1K ﹤0.01%
43
2422
$1K ﹤0.01%
+44
2423
$1K ﹤0.01%
+97
2424
$1K ﹤0.01%
85
-24,961
2425
$1K ﹤0.01%
13
95 96
97
98 99