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
$915M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$3.78M
3
+$3.07M
4
AEP icon
American Electric Power
AEP
+$2.78M
5
MCD icon
McDonald's
MCD
+$2.76M

Top Sells

1
+$7.91M
2
+$2.7M
3
+$2.57M
4
SO icon
Southern Company
SO
+$2.39M
5
BG icon
Bunge Global
BG
+$1.95M

Sector Composition

1 Utilities 27.58%
2 Energy 13.93%
3 Industrials 10.75%
4 Financials 9.16%
5 Communication Services 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.71M 1.06%
200,540
27
$8.64M 0.94%
57,247
28
$7.52M 0.82%
135,644
29
$7.36M 0.8%
303,403
30
$7.34M 0.8%
73,278
31
$7.26M 0.79%
156,120
32
$6.88M 0.75%
76,375
33
$6.84M 0.75%
+150,000
34
$6.77M 0.74%
101,252
35
$6.66M 0.73%
82,478
36
$6.53M 0.71%
38,549
37
$6.25M 0.68%
71,677
+26,000
38
$5.96M 0.65%
131,200
39
$5.74M 0.63%
65,000
40
$5.43M 0.59%
139,425
41
$5.39M 0.59%
57,519
+5,000
42
$5.39M 0.59%
35,122
43
$5.37M 0.59%
125,000
44
$5.26M 0.57%
184,548
45
$5.14M 0.56%
83,995
46
$5.06M 0.55%
47,583
47
$5.05M 0.55%
142,994
48
$4.86M 0.53%
42,112
49
$4.75M 0.52%
25,638
50
$4.56M 0.5%
34,502
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