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
126
$1.62M 0.18%
+24,408
127
$1.57M 0.17%
63,224
128
$1.56M 0.17%
24,955
+4,400
129
$1.55M 0.17%
13,209
130
$1.55M 0.17%
21,500
+14,942
131
$1.55M 0.17%
114,539
132
$1.55M 0.17%
46,245
133
$1.54M 0.17%
13,164
134
$1.48M 0.16%
22,901
135
$1.48M 0.16%
132,608
136
$1.48M 0.16%
10,505
137
$1.48M 0.16%
24,364
138
$1.46M 0.16%
12,937
139
$1.43M 0.16%
82,348
140
$1.41M 0.15%
11,115
141
$1.39M 0.15%
74,304
142
$1.38M 0.15%
28,000
+8,000
143
$1.38M 0.15%
12,539
144
$1.37M 0.15%
49,226
145
$1.37M 0.15%
21,448
146
$1.37M 0.15%
23,799
147
$1.36M 0.15%
22,397
148
$1.36M 0.15%
11,457
+2,400
149
$1.34M 0.15%
17,430
150
$1.34M 0.15%
41,901
4 5
6
7 8