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
$793M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$2.44M
3
+$2.42M
4
GM icon
General Motors
GM
+$2.27M
5
BA icon
Boeing
BA
+$1.92M

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
1
$41.2M 5.2%
1,013,473
2
$31.5M 3.98%
767,066
3
$26.2M 3.31%
877,588
4
$25.6M 3.23%
675,938
5
$24M 3.03%
705,679
6
$20.5M 2.59%
264,088
7
$19M 2.39%
412,000
+250,000
8
$17.9M 2.26%
619,796
-25,400
9
$17.8M 2.24%
801,995
10
$17.4M 2.2%
598,354
11
$16.7M 2.11%
340,384
-61,000
12
$16M 2.02%
196,000
13
$15.2M 1.92%
482,576
14
$13.1M 1.65%
305,000
15
$12.1M 1.52%
635,000
16
$11.8M 1.49%
190,399
+20,000
17
$11.6M 1.47%
374,000
18
$10.6M 1.34%
123,310
19
$9.94M 1.25%
392,560
20
$8.57M 1.08%
119,000
21
$8.13M 1.03%
216,820
22
$8.08M 1.02%
146,658
23
$8.05M 1.02%
89,175
24
$8.05M 1.01%
137,201
25
$7.25M 0.91%
328,040
1
2 3 4 5