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
$965M
AUM Growth
-$4.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$5.99M
2
+$5.68M
3
+$5.59M
4
NI icon
NiSource
NI
+$4.63M
5
XEL icon
Xcel Energy
XEL
+$4.14M

Top Sells

1
+$5.9M
2
+$5.58M
3
+$5.06M
4
BSX icon
Boston Scientific
BSX
+$3.02M
5
AIG icon
American International
AIG
+$2.97M

Sector Composition

1 Utilities 17.25%
2 Financials 12.64%
3 Energy 10.78%
4 Technology 10.11%
5 Communication Services 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.1M 3.63%
1,024,358
+175,000
2
$29.4M 3.05%
1,469,396
3
$29.4M 3.05%
1,065,255
+150,000
4
$29M 3%
2,389,327
+381,750
5
$25.5M 2.64%
1,495,536
-86,212
6
$22.8M 2.36%
340,902
+85,000
7
$16M 1.65%
185,482
-11,751
8
$15.2M 1.58%
369,260
-3,335
9
$14.7M 1.52%
482,576
10
$14.4M 1.49%
432,032
+91,725
11
$13.5M 1.39%
325,680
-20,633
12
$13.4M 1.39%
259,542
-16,443
13
$13.1M 1.36%
616,328
14
$12.5M 1.3%
490,802
-31,092
15
$12.5M 1.3%
573,381
-121,695
16
$12.5M 1.29%
457,175
-28,962
17
$11.6M 1.2%
250,000
18
$11.1M 1.15%
198,000
19
$10.9M 1.13%
250,000
20
$10.8M 1.12%
222,386
-14,089
21
$10.7M 1.11%
93,318
-5,912
22
$10.2M 1.06%
135,282
-18,070
23
$10M 1.04%
276,383
-2,242
24
$9.43M 0.98%
142,994
25
$9.24M 0.96%
598,354
+120,000
1
2 3 4 5