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
$1.04B
AUM Growth
-$3.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$3.04M
3
+$2.96M
4
PEGI
Pattern Energy Group Inc. Class A
PEGI
+$2.83M
5
TMUS icon
T-Mobile US
TMUS
+$2.63M

Top Sells

1
+$4.36M
2
+$4.2M
3
+$3.5M
4
RL icon
Ralph Lauren
RL
+$3.25M
5
MSFT icon
Microsoft
MSFT
+$3.17M

Sector Composition

1 Utilities 19.43%
2 Financials 12.08%
3 Communication Services 10.34%
4 Technology 9.92%
5 Healthcare 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.15M 0.21%
37,532
152
$2.13M 0.21%
+70,000
153
$2.1M 0.2%
32,000
154
$2.1M 0.2%
40,960
155
$2.08M 0.2%
33,071
156
$2M 0.19%
40,912
157
$1.98M 0.19%
5,424
158
$1.96M 0.19%
20,118
-22,000
159
$1.95M 0.19%
+39,000
160
$1.93M 0.19%
36,240
161
$1.92M 0.19%
22,519
162
$1.9M 0.18%
31,313
163
$1.88M 0.18%
22,807
164
$1.88M 0.18%
99,045
165
$1.8M 0.17%
+7,200
166
$1.79M 0.17%
24,249
167
$1.77M 0.17%
74,658
168
$1.74M 0.17%
38,470
169
$1.73M 0.17%
42,621
170
$1.71M 0.17%
32,547
171
$1.7M 0.16%
+600
172
$1.65M 0.16%
14,270
173
$1.58M 0.15%
27,607
174
$1.57M 0.15%
20,875
175
$1.53M 0.15%
9,480
-7,000
5 6
7
8 9