BSPF

British Steel Pension Fund Portfolio holdings

AUM $410M
1-Year Est. Return 11.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$793M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$2.48M
3
+$2.29M
4
GM icon
General Motors
GM
+$2.18M
5
BA icon
Boeing
BA
+$1.8M

Top Sells

1
+$3.25M
2
+$3M
3
+$1.97M
4
VMW
VMware, Inc
VMW
+$1.8M
5
HRB icon
H&R Block
HRB
+$1.55M

Sector Composition

1 Utilities 25.96%
2 Energy 12.31%
3 Communication Services 11.17%
4 Financials 10.92%
5 Technology 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$265K 0.03%
9,426
-25,877
202
$261K 0.03%
16,940
203
$253K 0.03%
2,787
204
$42K 0.01%
249
205
$24K ﹤0.01%
295
206
$23K ﹤0.01%
+1,030
207
$1K ﹤0.01%
52
208
– –
-11,306
209
– –
-6,794
210
– –
-11,118
211
– –
-12,763
212
– –
-12,197
213
– –
-5,522
214
– –
-6,794
215
– –
-5,081
216
– –
-15,722
217
– –
-6,072
218
– –
-67,140
219
– –
-965
220
– –
-22,077
221
– –
-27,029
222
– –
-30,327
223
– –
-560
224
– –
-18,953
225
– –
-13,399
6 7 8
9
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