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
$554M
AUM Growth
-$1.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$1.66M
3
+$202K
4
RL icon
Ralph Lauren
RL
+$152K

Top Sells

1
+$4.59M
2
+$4.09M
3
+$2.15M
4
TRP icon
TC Energy
TRP
+$2.13M
5
CCI icon
Crown Castle
CCI
+$2.13M

Sector Composition

1 Utilities 48.86%
2 Industrials 21.23%
3 Energy 15.17%
4 Real Estate 7.82%
5 Communication Services 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$81K 0.01%
2,065
152
$77K 0.01%
1,078
153
$72K 0.01%
3,350
154
$69K 0.01%
2,824
155
$66K 0.01%
2,241
156
$66K 0.01%
2,529
157
$62K 0.01%
234
158
$57K 0.01%
886
159
$56K 0.01%
2,232
160
$50K 0.01%
580
161
$48K 0.01%
1,273
162
$48K 0.01%
3,236
163
$42K 0.01%
8,015
164
$40K 0.01%
1,865
165
$21K ﹤0.01%
625
166
$19K ﹤0.01%
713
167
$10K ﹤0.01%
379
168
$8K ﹤0.01%
208
169
$8K ﹤0.01%
101
170
$4K ﹤0.01%
297
171
$2K ﹤0.01%
197
172
– –
-1,869
173
– –
-152,000
3 4 5 6
7