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
101
$3.25M 0.31%
82,657
+18,000
102
$3.25M 0.31%
17,543
103
$3.17M 0.31%
73,159
104
$3.15M 0.3%
202,680
105
$3.14M 0.3%
77,493
106
$3.14M 0.3%
35,844
107
$3.14M 0.3%
53,952
108
$3.13M 0.3%
54,752
109
$3.13M 0.3%
40,107
110
$3.11M 0.3%
37,661
111
$3.06M 0.29%
48,791
112
$3M 0.29%
42,811
113
$2.98M 0.29%
36,919
114
$2.98M 0.29%
45,320
115
$2.97M 0.29%
30,899
116
$2.95M 0.28%
41,712
117
$2.92M 0.28%
76,734
118
$2.9M 0.28%
28,886
119
$2.84M 0.27%
27,416
120
$2.8M 0.27%
56,902
+25,000
121
$2.79M 0.27%
55,187
122
$2.79M 0.27%
50,337
123
$2.77M 0.27%
86,322
124
$2.73M 0.26%
33,886
-16,036
125
$2.73M 0.26%
53,093
3 4
5
6 7