BSPF
British Steel Pension Fund Portfolio holdings
AUM
$410M
1-Year Return
11.96%
This Quarter Return
-14.42%
1 Year Return
+11.96%
3 Year Return
+29.72%
5 Year Return
–
10 Year Return
–
AUM
$351M
AUM Growth
-$203M
(-37%)
Cap. Flow
-$111M
Cap. Flow
% of AUM
-31.65%
Top 10 Holdings %
Top 10 Hldgs %
65.51%
Holding
171
New
–
Increased
2
Reduced
17
Closed
147
Top Buys
| 1 |
Duke Energy
DUK
|
+$1.44M |
| 2 |
Williams Companies
WMB
|
+$1.37M |
Top Sells
| 1 |
Consolidated Edison
ED
|
+$15.8M |
| 2 |
NextEra Energy, Inc.
NEE
|
+$12.5M |
| 3 |
CSX Corp
CSX
|
+$11M |
| 4 |
Xcel Energy
XEL
|
+$7.06M |
| 5 |
Enbridge
ENB
|
+$5.59M |
Sector Composition
| 1 | Utilities | 54.68% |
| 2 | Industrials | 20.1% |
| 3 | Energy | 12.14% |
| 4 | Real Estate | 11.76% |
| 5 | Communication Services | 1.31% |
