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
126
$2.71M 0.26%
74,560
127
$2.67M 0.26%
70,310
128
$2.61M 0.25%
13,572
-12,000
129
$2.59M 0.25%
24,881
130
$2.5M 0.24%
27,186
131
$2.49M 0.24%
22,588
132
$2.45M 0.24%
+185,000
133
$2.43M 0.23%
16,480
134
$2.4M 0.23%
+32,000
135
$2.37M 0.23%
33,696
136
$2.35M 0.23%
38,350
137
$2.31M 0.22%
99,045
138
$2.27M 0.22%
20,414
139
$2.27M 0.22%
44,619
140
$2.23M 0.21%
23,382
141
$2.22M 0.21%
+160,000
142
$2.2M 0.21%
81,583
143
$2.2M 0.21%
48,565
144
$2.17M 0.21%
21,448
145
$2.15M 0.21%
204,154
146
$2.15M 0.21%
28,149
147
$2.12M 0.2%
95,771
148
$2.11M 0.2%
32,136
149
$2.07M 0.2%
22,807
150
$2.06M 0.2%
31,313
4 5
6
7 8