BS
Bessemer Securities Portfolio holdings
AUM
$72.2M
This Quarter Return
+8.75%
1 Year Return
+28.36%
3 Year Return
+45%
5 Year Return
+79.17%
10 Year Return
+87.41%
AUM
$15.1M
AUM Growth
+$15.1M
(-94%)
Cap. Flow
-$232M
Cap. Flow
% of AUM
-1,541.17%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
76
New
2
Increased
–
Reduced
–
Closed
72
Top Buys
| 1 |
WIX.com
WIX
|
$9.3M |
| 2 |
Shopify
SHOP
|
$5.74M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$41.2M |
| 2 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$32.8M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$20.6M |
| 4 |
iShares MSCI Pacific ex Japan ETF
EPP
|
$17.8M |
| 5 |
Apple
AAPL
|
$6.62M |
Sector Composition
| 1 | Technology | 99.9% |
| 2 | Materials | 0.06% |
| 3 | Consumer Staples | 0% |
| 4 | Energy | 0% |
| 5 | Financials | 0% |
