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
26
$6.49M 0.84%
146,658
+33,000
27
$6.38M 0.82%
158,800
+13,200
28
$6.12M 0.79%
199,533
+52,960
29
$6.02M 0.77%
41,679
+15,000
30
$5.69M 0.73%
48,195
+8,000
31
$5.67M 0.73%
65,000
32
$5.51M 0.71%
141,860
+19,800
33
$5.17M 0.67%
109,474
+17,000
34
$5.13M 0.66%
328,040
+51,000
35
$5.1M 0.66%
142,994
36
$5M 0.64%
150,746
+19,000
37
$4.98M 0.64%
35,072
38
$4.95M 0.64%
45,532
+4,200
39
$4.78M 0.61%
148,679
40
$4.7M 0.6%
56,784
41
$4.52M 0.58%
142,363
42
$4.5M 0.58%
75,619
43
$4.36M 0.56%
115,548
+52,000
44
$4.26M 0.55%
81,975
45
$4.26M 0.55%
33,108
46
$4.15M 0.53%
46,283
47
$4.14M 0.53%
97,877
+10,600
48
$4.05M 0.52%
43,647
49
$3.88M 0.5%
27,720
50
$3.8M 0.49%
125,000
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