BSPF
British Steel Pension Fund Portfolio holdings
AUM
$410M
1-Year Return
11.96%
This Quarter Return
+5.17%
1 Year Return
+11.96%
3 Year Return
+29.72%
5 Year Return
–
10 Year Return
–
AUM
$1.04B
AUM Growth
+$37.4M
(+3.7%)
Cap. Flow
+$1.05M
Cap. Flow
% of AUM
0.1%
Top 10 Holdings %
Top 10 Hldgs %
26.25%
Holding
197
New
7
Increased
12
Reduced
15
Closed
4
Top Buys
| 1 |
Enbridge
ENB
|
+$4.13M |
| 2 |
Coca-Cola
KO
|
+$3.21M |
| 3 |
RTX Corp
RTX
|
+$3.1M |
| 4 |
UnitedHealth
UNH
|
+$2.73M |
| 5 |
Meta Platforms (Facebook)
META
|
+$2.65M |
Top Sells
| 1 |
SE
Spectra Energy Corp Wi
SE
|
+$6.35M |
| 2 |
Becton Dickinson
BDX
|
+$2.7M |
| 3 |
Franklin Resources
BEN
|
+$2.61M |
| 4 |
DaVita
DVA
|
+$2.44M |
| 5 |
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% |
