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
$777M
AUM Growth
+$58.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$7.68M
3
+$6.55M
4
SO icon
Southern Company
SO
+$3.23M
5
AAPL icon
Apple
AAPL
+$2.66M

Top Sells

1
+$23M
2
+$7.68M
3
+$1.78M
4
JCI icon
Johnson Controls International
JCI
+$1.28M
5
EMC
EMC CORPORATION
EMC
+$1.16M

Sector Composition

1 Utilities 27.46%
2 Communication Services 11.95%
3 Energy 10.54%
4 Financials 9.2%
5 Technology 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.7M 5.36%
1,013,473
2
$32.8M 4.22%
767,066
3
$26.8M 3.45%
877,588
4
$25.9M 3.33%
675,938
5
$24.4M 3.14%
705,679
+13,000
6
$21.1M 2.72%
264,088
+23,186
7
$20.6M 2.65%
401,384
+62,990
8
$19.8M 2.54%
598,354
9
$19.3M 2.49%
801,995
10
$18.2M 2.35%
645,196
+94,000
11
$16.9M 2.18%
482,576
12
$16.3M 2.1%
196,000
13
$14.3M 1.84%
635,000
14
$13.4M 1.72%
305,000
-175,000
15
$11.5M 1.48%
374,000
+213,000
16
$9.81M 1.26%
170,399
17
$9.32M 1.2%
392,560
18
$9.08M 1.17%
216,820
+28,000
19
$8.6M 1.11%
+119,000
20
$8.22M 1.06%
137,201
21
$8.21M 1.06%
123,310
+17,000
22
$7.94M 1.02%
61,895
+7,000
23
$7.78M 1%
89,175
+13,000
24
$7.68M 0.99%
+162,000
25
$7.32M 0.94%
114,000
1
2 3 4 5