BSPF
British Steel Pension Fund Portfolio holdings
AUM
$410M
1-Year Return
11.96%
This Quarter Return
+15.48%
1 Year Return
+11.96%
3 Year Return
+29.72%
5 Year Return
–
10 Year Return
–
AUM
$572M
AUM Growth
-$15.6M
(-2.7%)
Cap. Flow
-$53M
Cap. Flow
% of AUM
-9.27%
Top 10 Holdings %
Top 10 Hldgs %
50.7%
Holding
202
New
24
Increased
12
Reduced
136
Closed
26
Top Buys
| 1 |
Consolidated Edison
ED
|
+$6.36M |
| 2 |
Pinnacle West Capital
PNW
|
+$5.74M |
| 3 |
KSU
Kansas City Southern
KSU
|
+$4.06M |
| 4 |
Union Pacific
UNP
|
+$2.39M |
| 5 |
Crown Castle
CCI
|
+$1.26M |
Top Sells
| 1 |
TC Energy
TRP
|
+$20.9M |
| 2 |
Edison International
EIX
|
+$8.67M |
| 3 |
CSX Corp
CSX
|
+$7.56M |
| 4 |
Enbridge
ENB
|
+$4.7M |
| 5 |
Xcel Energy
XEL
|
+$3.2M |
Sector Composition
| 1 | Utilities | 39.68% |
| 2 | Industrials | 22.24% |
| 3 | Energy | 12.51% |
| 4 | Real Estate | 7.1% |
| 5 | Technology | 3.77% |