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BSPF

British Steel Pension Fund Portfolio holdings

AUM $410M
1-Year Est. Return 11.96%
This Fund
S&P 500
This Quarter Est. Return
+1.88%
1 Year Est. Return
+11.96%
3 Year Est. Return
+29.72%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$970M
AUM Growth
–
Cap. Flow
+$984M
Cap. Flow %
101.41%
Top 10 Hldgs %
21.81%
Holding
177
New
177
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
NEE icon
NextEra Energy
NEE
+$29.2M
2
XEL icon
Xcel Energy
XEL
+$27.3M
3
SE
Spectra Energy Corp Wi
SE
+$26.7M
4
AAPL icon
Apple
AAPL
+$24.3M
5
NI icon
NiSource
NI
+$23.2M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Utilities 16.53%
2 Financials 13.14%
3 Healthcare 10.28%
4 Technology 9.98%
5 Energy 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GEN icon
176
Gen Digital
GEN
$16.8B
$674K 0.07%
+30,000
New +$706K
OPTT icon
177
Ocean Power Technologies
OPTT
$47.8M
$179K 0.02%
+560
New +$183K
4 5 6 7
8

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British Steel Pension Fund's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for British Steel Pension Fund, which disclosed 177 positions worth $970M. Its ten largest holdings account for 22% of the portfolio.

Its largest position is NextEra Energy: 1,469,396 shares worth $29.9M.

By sector, the portfolio is most concentrated in Utilities at 17% of assets, followed by Financials and Healthcare.

  • British Steel Pension Fund's largest Q2 2013 buy was NextEra Energy: 1,469,396 shares worth $29.9M.
  • British Steel Pension Fund's ten largest holdings make up 22% of its $970M portfolio in Q2 2013.
  • British Steel Pension Fund disclosed 177 positions in Q2 2013, its first 13F filing on record.

Based on British Steel Pension Fund's 13F filing for Q2 2013, filed 16 Mar 2015.