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BAPIM

British Airways Pensions Investment Management Portfolio holdings

AUM $2.54B
1-Year Est. Return 46.68%
This Fund
S&P 500
This Quarter Est. Return
+15.05%
1 Year Est. Return
+46.68%
3 Year Est. Return
+95.11%
5 Year Est. Return
+197.42%
10 Year Est. Return
–
AUM
$2.59B
AUM Growth
+$78.8M
Cap. Flow
-$195M
Cap. Flow %
-7.55%
Top 10 Hldgs %
51.6%
Holding
116
New
18
Increased
19
Reduced
60
Closed
19

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$18.2M
2
CSX icon
CSX Corp
CSX
+$17.7M
3
CB icon
Chubb
CB
+$13.7M
4
FRC
First Republic Bank
FRC
+$13.7M
5
GPN icon
Global Payments
GPN
+$13.6M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$47.8M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$30.1M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$20.8M
4
APD icon
Air Products & Chemicals
APD
+$18.1M
5
CMI icon
Cummins
CMI
+$17.8M

Sector Composition

Rank Sector Weight
1 Technology 14.5%
2 Consumer Discretionary 14.37%
3 Communication Services 7.83%
4 Healthcare 7.49%
5 Industrials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FMC icon
51
FMC
FMC
$1.28B
$13.9M 0.54%
120,571
-39,711
-25% -$4.42M
DE icon
52
Deere & Co
DE
$167B
$13.8M 0.53%
51,261
+14,099
+38% +$3.5M
PDD icon
53
Pinduoduo
PDD
$127B
$13.8M 0.53%
+77,556
New +$9.27M
PYPL icon
54
PayPal
PYPL
$50.6B
$13.7M 0.53%
58,377
+23,788
+69% +$4.93M
IR icon
55
Ingersoll Rand
IR
$32.9B
$13.5M 0.52%
+297,351
New +$12.3M
QRVO icon
56
Qorvo
QRVO
$8.67B
$13.5M 0.52%
81,274
-45,962
-36% -$6.76M
ADSK icon
57
Autodesk
ADSK
$52.7B
$13.4M 0.52%
+43,938
New +$11.6M
RRX icon
58
Regal Rexnord
RRX
$11.5B
$13.3M 0.52%
108,607
+16,781
+18% +$1.85M
GS icon
59
Goldman Sachs
GS
$302B
$13.2M 0.51%
50,230
-9,580
-16% -$2.13M
FCX icon
60
Freeport-McMoran
FCX
$96.9B
$13.2M 0.51%
506,724
-177,949
-26% -$3.7M
PODD icon
61
Insulet
PODD
$10.1B
$13.1M 0.51%
51,259
-3,300
-6% -$819K
FIVE icon
62
Five Below
FIVE
$13.2B
$13.1M 0.51%
74,777
-19,312
-21% -$2.86M
NXPI icon
63
NXP Semiconductors
NXPI
$58.9B
$13M 0.5%
81,893
-14,770
-15% -$2.18M
FDX icon
64
FedEx
FDX
$77.3B
$12.7M 0.49%
48,889
-21,728
-31% -$6.02M
ZBRA icon
65
Zebra Technologies
ZBRA
$17.9B
$12.5M 0.48%
32,592
-12,910
-28% -$4.34M
MU icon
66
Micron Technology
MU
$1.03T
$12.3M 0.48%
+163,887
New +$9.88M
COST icon
67
Costco
COST
$421B
$12.1M 0.47%
32,144
-10,441
-25% -$3.9M
VZ icon
68
Verizon
VZ
$195B
$12.1M 0.47%
206,000
-13,300
-6% -$790K
ADBE icon
69
Adobe
ADBE
$103B
$11.9M 0.46%
23,859
-1,500
-6% -$725K
TER icon
70
Teradyne
TER
$63B
$11.9M 0.46%
99,427
+14,088
+17% +$1.44M
BRK.B icon
71
Berkshire Hathaway Class B
BRK.B
$1.09T
$11M 0.42%
47,341
-5,880
-11% -$1.29M
BIDU icon
72
Baidu
BIDU
$35.6B
$10.9M 0.42%
+50,382
New +$7.48M
ALV icon
73
Autoliv
ALV
$8.85B
$10.7M 0.41%
+116,135
New +$10M
INTC icon
74
Intel
INTC
$509B
$10.5M 0.4%
209,826
-13,600
-6% -$664K
T icon
75
AT&T
T
$166B
$10.3M 0.4%
472,696
-30,584
-6% -$660K
1 2
3
4 5

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British Airways Pensions Investment Management's Q4 2020 Portfolio in Review

As of Q4 2020, British Airways Pensions Investment Management held 116 positions worth $2.59B, up 3.1% from $2.51B the previous quarter. Its ten largest holdings account for 52% of the portfolio.

British Airways Pensions Investment Management withdrew a net $195M in Q4 2020, closing 19 positions and reducing 60 holdings. Its most notable exit was Air Products & Chemicals, an estimated $18.1M position sold in full.

By sector, the portfolio is most concentrated in Technology at 15% of assets, up from 14% a quarter earlier, followed by Consumer Discretionary and Communication Services.

Against the trend, British Airways Pensions Investment Management opened a new position in Tesla worth $25M.

  • British Airways Pensions Investment Management's largest Q4 2020 buy was Tesla: 106,443 shares worth $25M.
  • British Airways Pensions Investment Management added most to Copart in Q4 2020, an estimated $8.29M increase.
  • British Airways Pensions Investment Management's biggest Q4 2020 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $47.8M.
  • British Airways Pensions Investment Management fully exited Air Products & Chemicals in Q4 2020, selling an estimated $18.1M.
  • British Airways Pensions Investment Management's ten largest holdings make up 52% of its $2.59B portfolio in Q4 2020.
  • British Airways Pensions Investment Management opened 18 new positions and closed 19 in Q4 2020.
  • British Airways Pensions Investment Management's portfolio value rose 3.1% quarter-over-quarter to $2.59B.

Based on British Airways Pensions Investment Management's 13F filing for Q4 2020, filed 22 Jan 2021.