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
201
– –
-32,859
202
– –
-31,447
203
– –
-24,381
204
– –
-32,508
205
– –
-19,859
206
– –
-16,313
207
– –
-15,410
5 6 7 8
9