BSPF

British Steel Pension Fund Portfolio holdings

AUM $410M
1-Year Est. Return 11.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$351M
AUM Growth
-$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.63M

Top Sells

1
+$15.8M
2
+$13.1M
3
+$11M
4
ENB icon
Enbridge
ENB
+$7.97M
5
XEL icon
Xcel Energy
XEL
+$7.63M

Sector Composition

1 Utilities 54.68%
2 Industrials 20.1%
3 Energy 12.14%
4 Real Estate 11.76%
5 Communication Services 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-5,068
27
– –
-2,286
28
– –
-297
29
– –
-1,300
30
– –
-1,656
31
– –
-1,194
32
– –
-3,145
33
– –
-863
34
– –
-614
35
– –
-634
36
– –
-976
37
– –
-11,134
38
– –
-997
39
– –
-2,326
40
– –
-2,219
41
– –
-577
42
– –
-2,292
43
– –
-34,488
44
– –
-580
45
– –
-1,155
46
– –
-1,262
47
– –
-2,681
48
– –
-1,738
49
– –
-4,105
50
– –
-1,462
1
2
3 4 5