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
$719M
AUM Growth
-$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.65M
3
+$770K
4
BDX icon
Becton Dickinson
BDX
+$695K
5
UA icon
Under Armour Class C
UA
+$488K

Top Sells

1
+$23.9M
2
+$9.98M
3
+$6.61M
4
EQIX icon
Equinix
EQIX
+$6.08M
5
XOM icon
Exxon Mobil
XOM
+$5.41M

Sector Composition

1 Utilities 33%
2 Communication Services 11.69%
3 Energy 9.39%
4 Financials 8.39%
5 Technology 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-5,648
202
– –
-12,216
203
– –
-18,401
204
– –
-22,623
205
– –
-75,013
206
– –
-1,356
207
– –
-20,404
208
– –
-12,593
209
– –
-11,993
210
– –
-6,900
211
– –
-951,995
212
– –
-30,092
213
– –
-27,185
214
– –
-17,650
5 6 7 8
9