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
76
$4.36M 0.42%
113,329
77
$4.33M 0.42%
241,754
78
$4.26M 0.41%
107,851
79
$4M 0.38%
69,412
80
$3.97M 0.38%
43,342
81
$3.96M 0.38%
115,362
82
$3.95M 0.38%
42,118
83
$3.84M 0.37%
46,495
84
$3.77M 0.36%
57,601
85
$3.75M 0.36%
94,114
+15,649
86
$3.72M 0.36%
115,928
87
$3.71M 0.36%
36,422
88
$3.68M 0.35%
40,677
89
$3.68M 0.35%
81,819
90
$3.64M 0.35%
75,555
91
$3.64M 0.35%
41,979
92
$3.57M 0.34%
25,969
-5,860
93
$3.56M 0.34%
51,606
94
$3.56M 0.34%
39,018
95
$3.5M 0.34%
16,463
-4,600
96
$3.5M 0.34%
66,762
97
$3.47M 0.33%
62,030
98
$3.42M 0.33%
34,609
99
$3.34M 0.32%
34,098
100
$3.27M 0.31%
13,560
2 3
4
5 6