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
151
$1.34M 0.15%
17,146
152
$1.33M 0.15%
20,271
153
$1.31M 0.14%
+130,000
154
$1.31M 0.14%
17,865
155
$1.28M 0.14%
99,253
-33,230
156
$1.27M 0.14%
55,522
+23,000
157
$1.26M 0.14%
19,794
158
$1.26M 0.14%
+45,000
159
$1.24M 0.14%
53,644
160
$1.24M 0.14%
10,174
161
$1.22M 0.13%
36,996
162
$1.2M 0.13%
19,216
163
$1.19M 0.13%
52,508
+20,000
164
$1.18M 0.13%
24,571
165
$1.17M 0.13%
26,282
166
$1.13M 0.12%
54,261
167
$1.09M 0.12%
132,852
168
$1.07M 0.12%
+30,000
169
$1.05M 0.11%
23,942
170
$1.01M 0.11%
30,916
171
$932K 0.1%
10,762
172
$900K 0.1%
15,261
173
$899K 0.1%
54,404
174
$890K 0.1%
4,645
175
$889K 0.1%
+16,313
5 6
7
8 9