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
176
$1.07M 0.1%
11,612
177
$1.05M 0.1%
+20,000
178
$1.04M 0.1%
7,819
179
$997K 0.1%
1,536
180
$945K 0.09%
5,900
181
$932K 0.09%
20,694
182
$879K 0.08%
12,734
183
$876K 0.08%
23,384
184
$851K 0.08%
+32,201
185
$764K 0.07%
32,328
-90,288
186
$762K 0.07%
13,590
187
$757K 0.07%
11,288
188
$628K 0.06%
87,400
189
$499K 0.05%
18,745
190
$254K 0.02%
26,600
191
$149K 0.01%
5,780
192
$75K 0.01%
+1,353
193
$71K 0.01%
560
194
– –
-24,321
195
– –
-47,782
196
– –
-33,318
197
– –
-21,052
4 5 6 7
8