BSPF

British Steel Pension Fund Portfolio holdings

AUM $410M
1-Year Est. Return 11.96%
This Quarter Est. Return
1 Year Est. Return
+11.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.04B
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$3.21M
3
+$3.1M
4
UNH icon
UnitedHealth
UNH
+$2.73M
5
META icon
Meta Platforms (Facebook)
META
+$2.65M

Top Sells

1
+$6.35M
2
+$2.7M
3
+$2.61M
4
DVA icon
DaVita
DVA
+$2.44M
5
LMT icon
Lockheed Martin
LMT
+$2.31M

Sector Composition

1 Utilities 20.35%
2 Financials 12.15%
3 Technology 9.83%
4 Communication Services 9.38%
5 Healthcare 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.75M 0.84%
161,669
27
$8.73M 0.84%
206,819
+76,000
28
$8.4M 0.81%
92,177
29
$8.37M 0.81%
80,052
30
$8.28M 0.8%
87,868
31
$8M 0.77%
84,616
32
$7.98M 0.77%
53,135
33
$7.92M 0.76%
75,493
-7,000
34
$7.89M 0.76%
283,530
35
$7.41M 0.71%
113,092
+10,400
36
$7.41M 0.71%
291,914
37
$7.2M 0.69%
45,224
38
$7.05M 0.68%
94,887
39
$7M 0.67%
72,676
40
$6.97M 0.67%
58,502
41
$6.92M 0.67%
114,000
42
$6.9M 0.66%
88,421
+34,000
43
$6.71M 0.65%
149,233
44
$6.51M 0.63%
58,017
45
$6.47M 0.62%
98,829
46
$6.34M 0.61%
87,632
+42,903
47
$5.94M 0.57%
100,600
48
$5.83M 0.56%
65,000
49
$5.67M 0.55%
121,262
50
$5.64M 0.54%
60,625
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