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
51
$5.59M 0.54%
64,842
+20,500
52
$5.58M 0.54%
42,933
53
$5.46M 0.52%
299,391
54
$5.45M 0.52%
63,745
55
$5.41M 0.52%
31,167
+6,500
56
$5.39M 0.52%
185,908
57
$5.29M 0.51%
27,312
58
$5.26M 0.51%
97,156
59
$5.24M 0.5%
76,162
60
$5.21M 0.5%
46,566
-8,200
61
$5.13M 0.49%
53,839
62
$5.02M 0.48%
32,716
-6,590
63
$4.96M 0.48%
65,405
64
$4.96M 0.48%
44,572
+18,000
65
$4.88M 0.47%
127,136
66
$4.85M 0.47%
57,231
67
$4.84M 0.47%
56,677
68
$4.77M 0.46%
47,208
+27,000
69
$4.6M 0.44%
66,524
70
$4.52M 0.44%
31,900
71
$4.46M 0.43%
149,952
72
$4.43M 0.43%
37,075
73
$4.43M 0.43%
285,549
74
$4.39M 0.42%
113,248
75
$4.39M 0.42%
107,084
1 2
3
4 5