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
$1.04B
AUM Growth
-$3.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$3.04M
3
+$2.96M
4
PEGI
Pattern Energy Group Inc. Class A
PEGI
+$2.83M
5
TMUS icon
T-Mobile US
TMUS
+$2.63M

Top Sells

1
+$4.36M
2
+$4.2M
3
+$3.5M
4
RL icon
Ralph Lauren
RL
+$3.25M
5
MSFT icon
Microsoft
MSFT
+$3.17M

Sector Composition

1 Utilities 19.43%
2 Financials 12.08%
3 Communication Services 10.34%
4 Technology 9.92%
5 Healthcare 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.48M 0.14%
24,580
177
$1.47M 0.14%
17,828
178
$1.45M 0.14%
17,627
179
$1.34M 0.13%
57,681
180
$1.16M 0.11%
23,120
181
$1.13M 0.11%
11,612
182
$1.11M 0.11%
37,748
+5,547
183
$1.1M 0.11%
7,819
184
$1.05M 0.1%
1,536
185
$959K 0.09%
20,694
186
$942K 0.09%
23,384
187
$925K 0.09%
12,734
188
$886K 0.09%
6,300
+400
189
$864K 0.08%
13,590
190
$785K 0.08%
32,328
191
$753K 0.07%
11,288
192
$681K 0.07%
9,344
-24,542
193
$516K 0.05%
18,745
194
$485K 0.05%
48,000
-39,400
195
$269K 0.03%
26,600
196
$125K 0.01%
5,780
197
$103K 0.01%
1,353
198
$54K 0.01%
560
199
– –
-113,329
200
– –
-28,149
5 6 7
8
9