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
$793M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$2.44M
3
+$2.42M
4
GM icon
General Motors
GM
+$2.27M
5
BA icon
Boeing
BA
+$1.92M

Top Sells

1
+$3.25M
2
+$3M
3
+$1.97M
4
VMW
VMware, Inc
VMW
+$1.8M
5
HRB icon
H&R Block
HRB
+$1.55M

Sector Composition

1 Utilities 25.96%
2 Energy 12.31%
3 Communication Services 11.17%
4 Financials 10.92%
5 Technology 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.94M 0.5%
142,994
52
$3.51M 0.44%
91,379
53
$3.47M 0.44%
41,365
54
$3.36M 0.42%
32,558
55
$3.36M 0.42%
32,391
56
$3.32M 0.42%
22,708
57
$3.3M 0.42%
29,706
+2,673
58
$3.28M 0.41%
13,714
59
$3.25M 0.41%
73,395
+15,000
60
$3.19M 0.4%
50,979
61
$3.16M 0.4%
44,120
62
$3.04M 0.38%
43,999
63
$2.98M 0.38%
53,767
64
$2.89M 0.36%
18,542
+12,300
65
$2.82M 0.36%
38,394
66
$2.75M 0.35%
10,982
67
$2.74M 0.35%
50,605
68
$2.71M 0.34%
23,381
69
$2.7M 0.34%
9,381
70
$2.61M 0.33%
33,126
71
$2.59M 0.33%
37,123
72
$2.53M 0.32%
34,121
73
$2.51M 0.32%
28,745
+5,400
74
$2.48M 0.31%
37,902
+4,500
75
$2.47M 0.31%
24,435
+2,800
1 2
3
4 5