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
$965M
AUM Growth
-$4.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$5.99M
2
+$5.68M
3
+$5.59M
4
NI icon
NiSource
NI
+$4.63M
5
XEL icon
Xcel Energy
XEL
+$4.14M

Top Sells

1
+$5.9M
2
+$5.58M
3
+$5.06M
4
BSX icon
Boston Scientific
BSX
+$3.02M
5
AIG icon
American International
AIG
+$2.97M

Sector Composition

1 Utilities 17.25%
2 Financials 12.64%
3 Energy 10.78%
4 Technology 10.11%
5 Communication Services 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$737K 0.08%
20,232
-1,282
177
$698K 0.07%
28,213
-1,787
178
$670K 0.07%
+41,703
179
$179K 0.02%
560
180
– –
-21,533
181
– –
-326,214
182
– –
-53,409
183
– –
-159,381
184
– –
-30,211
185
– –
-31,357
186
– –
-32,823
187
– –
-61,050
4 5 6 7
8