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
$662M
AUM Growth
+$89.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.86M
3
+$8.31M
4
CP icon
Canadian Pacific Kansas City
CP
+$2.83M
5
META icon
Meta Platforms (Facebook)
META
+$811K

Top Sells

1
+$18.5M
2
+$11M
3
+$5.12M
4
AAPL icon
Apple
AAPL
+$3.18M
5
MSFT icon
Microsoft
MSFT
+$2.98M

Sector Composition

1 Utilities 36.78%
2 Energy 29.42%
3 Industrials 18.33%
4 Real Estate 6.18%
5 Communication Services 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-6,586
177
– –
-18,270
178
– –
-4,100
179
– –
-6,100
180
– –
-4,005
181
– –
-12,600
182
– –
-2,427
183
– –
-3,755
184
– –
-19,943
4 5 6 7
8