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
51
$4.56M 0.5%
145,545
52
$4.38M 0.48%
137,513
53
$4.24M 0.46%
84,516
54
$4.21M 0.46%
79,069
55
$4.2M 0.46%
32,438
56
$4.19M 0.46%
27,343
+18,000
57
$4.18M 0.46%
56,101
58
$4.17M 0.46%
24,240
59
$4.06M 0.44%
90,526
60
$3.93M 0.43%
111,577
-224,583
61
$3.78M 0.41%
+150,000
62
$3.66M 0.4%
30,113
63
$3.64M 0.4%
34,853
-5,500
64
$3.61M 0.39%
106,870
65
$3.51M 0.38%
27,476
66
$3.42M 0.37%
47,150
67
$3.39M 0.37%
17,149
68
$3.13M 0.34%
40,694
69
$2.93M 0.32%
67,883
70
$2.92M 0.32%
8,676
71
$2.92M 0.32%
35,511
72
$2.9M 0.32%
49,729
73
$2.89M 0.32%
40,806
74
$2.88M 0.32%
16,527
75
$2.82M 0.31%
10,157
1 2
3
4 5