BSPF
British Steel Pension Fund Portfolio holdings
AUM
$410M
1-Year Return
11.96%
This Quarter Return
+0.01%
1 Year Return
+11.96%
3 Year Return
+29.72%
5 Year Return
–
10 Year Return
–
AUM
$1.05B
AUM Growth
+$10.3M
(+0.99%)
Cap. Flow
+$16.7M
Cap. Flow
% of AUM
1.59%
Top 10 Holdings %
Top 10 Hldgs %
23.62%
Holding
208
New
9
Increased
11
Reduced
16
Closed
5
Top Buys
| 1 |
PPL Corp
PPL
|
$20.2M |
| 2 |
Bank of America
BAC
|
$5.28M |
| 3 |
Pembina Pipeline
PBA
|
$4.04M |
| 4 |
WR
Westar Energy Inc
WR
|
$3.42M |
| 5 |
Alliant Energy
LNT
|
$3.03M |
Top Sells
| 1 |
NiSource
NI
|
$13.2M |
| 2 |
Union Pacific
UNP
|
$3.73M |
| 3 |
DTV
DIRECTV COM STK (DE)
DTV
|
$3.57M |
| 4 |
Duke Energy
DUK
|
$3.39M |
| 5 |
Marsh & McLennan
MMC
|
$3.07M |
Sector Composition
| 1 | Utilities | 19.23% |
| 2 | Financials | 13.27% |
| 3 | Communication Services | 10.47% |
| 4 | Healthcare | 9.71% |
| 5 | Technology | 9.54% |
