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
$777M
AUM Growth
+$58.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$7.68M
3
+$6.55M
4
SO icon
Southern Company
SO
+$3.23M
5
AAPL icon
Apple
AAPL
+$2.66M

Top Sells

1
+$23M
2
+$7.68M
3
+$1.78M
4
JCI icon
Johnson Controls International
JCI
+$1.28M
5
EMC
EMC CORPORATION
EMC
+$1.16M

Sector Composition

1 Utilities 27.46%
2 Communication Services 11.95%
3 Energy 10.54%
4 Financials 9.2%
5 Technology 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-3,200
227
– –
-23,500
228
– –
-9,290
229
– –
-12,285
230
– –
-14,600
231
– –
-9,900
232
– –
-6,075
233
– –
-42,656
234
– –
-36,300
235
– –
-410,000
236
– –
-4,200
237
– –
-6,000
6 7 8 9
10