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
1
$45.8M 5%
1,059,792
2
$32.6M 3.56%
710,728
3
$30.5M 3.34%
871,760
4
$27.9M 3.05%
256,358
+25,000
5
$27.1M 2.96%
701,497
6
$27.1M 2.96%
673,532
7
$25.5M 2.78%
412,000
8
$21.9M 2.4%
262,347
9
$21.4M 2.34%
595,444
10
$20.3M 2.22%
801,995
11
$20.1M 2.2%
598,354
12
$19.7M 2.15%
320,158
+50,000
13
$18.7M 2.04%
141,072
14
$15.4M 1.68%
196,000
15
$15.1M 1.65%
635,000
16
$14.7M 1.6%
140,000
17
$14.4M 1.57%
184,000
18
$13.8M 1.51%
288,599
-50,000
19
$12.5M 1.37%
300,000
20
$12.1M 1.33%
176,100
21
$11.2M 1.22%
370,020
22
$10.7M 1.17%
154,000
+40,000
23
$10.5M 1.15%
130,000
24
$10.4M 1.14%
114,049
25
$10.1M 1.1%
392,560
1
2 3 4 5