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
151
$2.01M 0.19%
37,532
152
$1.96M 0.19%
22,050
153
$1.94M 0.19%
40,912
154
$1.94M 0.19%
5,424
155
$1.92M 0.18%
67,059
156
$1.92M 0.18%
42,031
157
$1.9M 0.18%
22,519
158
$1.86M 0.18%
33,071
-8,000
159
$1.85M 0.18%
40,960
160
$1.8M 0.17%
38,470
161
$1.76M 0.17%
24,249
162
$1.75M 0.17%
36,240
163
$1.72M 0.17%
42,621
164
$1.71M 0.16%
32,547
165
$1.7M 0.16%
20,875
166
$1.67M 0.16%
27,607
167
$1.58M 0.15%
74,658
-78,000
168
$1.57M 0.15%
57,681
169
$1.54M 0.15%
24,580
-12,500
170
$1.51M 0.15%
23,120
171
$1.46M 0.14%
17,627
172
$1.42M 0.14%
14,270
173
$1.4M 0.14%
+17,828
174
$1.28M 0.12%
47,727
175
$1.2M 0.12%
20,175
4 5 6
7
8