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
1
$44.5M 4.28%
2,672,143
2
$37.7M 3.63%
1,049,710
3
$33.4M 3.21%
1,256,396
4
$31.8M 3.06%
1,152,568
5
$30.3M 2.92%
834,876
-175,000
6
$24.1M 2.32%
288,902
7
$20M 1.93%
602,704
8
$17.7M 1.7%
359,995
9
$17M 1.64%
330,000
+80,000
10
$16.3M 1.57%
176,235
11
$15.9M 1.53%
342,365
-17,000
12
$14.2M 1.37%
482,576
13
$13.5M 1.3%
598,354
14
$12.9M 1.24%
181,000
15
$12.8M 1.23%
310,000
16
$12.5M 1.2%
473,456
-48,132
17
$12.4M 1.19%
226,365
-42,000
18
$12.3M 1.18%
101,655
19
$12.2M 1.18%
195,570
20
$12.2M 1.17%
460,965
21
$10.8M 1.04%
241,000
22
$10.8M 1.04%
364,612
23
$9.74M 0.94%
395,000
24
$9.13M 0.88%
96,957
25
$9.05M 0.87%
142,994
1
2 3 4 5