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
$915M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$3.78M
3
+$3.07M
4
AEP icon
American Electric Power
AEP
+$2.78M
5
MCD icon
McDonald's
MCD
+$2.76M

Top Sells

1
+$7.91M
2
+$2.7M
3
+$2.57M
4
SO icon
Southern Company
SO
+$2.39M
5
BG icon
Bunge Global
BG
+$1.95M

Sector Composition

1 Utilities 27.58%
2 Energy 13.93%
3 Industrials 10.75%
4 Financials 9.16%
5 Communication Services 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$879K 0.1%
22,290
177
$739K 0.08%
3,884
178
$730K 0.08%
+5,500
179
$707K 0.08%
16,114
180
$628K 0.07%
16,830
181
$587K 0.06%
12,821
182
$585K 0.06%
9,772
183
$552K 0.06%
45,997
184
$491K 0.05%
3,922
185
$479K 0.05%
57,600
-167,500
186
$467K 0.05%
9,611
187
$423K 0.05%
9,335
-25,000
188
$389K 0.04%
2,323
189
$339K 0.04%
6,318
190
$269K 0.03%
15,668
191
$259K 0.03%
4,331
192
$235K 0.03%
2,578
193
$24K ﹤0.01%
273
194
– –
-9,986
195
– –
-953
196
– –
-24,139
197
– –
-35,055
198
– –
-22,710
199
– –
-37,457
200
– –
-12,826
5 6 7
8
9