BSPF

British Steel Pension Fund Portfolio holdings

AUM $410M
1-Year Est. Return 11.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$662M
AUM Growth
+$89.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.86M
3
+$8.31M
4
CP icon
Canadian Pacific Kansas City
CP
+$2.83M
5
META icon
Meta Platforms (Facebook)
META
+$811K

Top Sells

1
+$18.5M
2
+$11M
3
+$5.12M
4
AAPL icon
Apple
AAPL
+$3.18M
5
MSFT icon
Microsoft
MSFT
+$2.98M

Sector Composition

1 Utilities 36.78%
2 Energy 29.42%
3 Industrials 18.37%
4 Real Estate 6.18%
5 Communication Services 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$133K 0.02%
1,835
-2,007
152
$130K 0.02%
2,204
-2,408
153
$130K 0.02%
983
-1,075
154
$125K 0.02%
2,258
-2,468
155
$123K 0.02%
780
-853
156
$123K 0.02%
4,305
-4,706
157
$120K 0.02%
2,168
-2,371
158
$113K 0.02%
+3,814
159
$109K 0.02%
4,807
-5,255
160
$98K 0.01%
399
-436
161
$95K 0.01%
5,509
-6,023
162
$90K 0.01%
13,645
-14,919
163
$84K 0.01%
3,799
-4,155
164
$83K 0.01%
987
-1,079
165
$74K 0.01%
3,175
-3,472
166
$68K 0.01%
1,508
-1,648
167
$36K 0.01%
1,064
-925
168
$28K ﹤0.01%
1,214
-1,056
169
$13K ﹤0.01%
354
-308
170
$13K ﹤0.01%
645
-562
171
$12K ﹤0.01%
172
-150
172
$11K ﹤0.01%
505
-438
173
$5K ﹤0.01%
335
-291
174
– –
-9,661
175
– –
-5,592
4 5 6
7
8