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BCIM

British Columbia Investment Management Portfolio holdings

AUM $17B
1-Year Est. Return 31.69%
This Fund
S&P 500
This Quarter Est. Return
+10.32%
1 Year Est. Return
+31.69%
3 Year Est. Return
+89.35%
5 Year Est. Return
+112.26%
10 Year Est. Return
+424.53%
AUM
$12.7B
AUM Growth
+$781M
Cap. Flow
-$321M
Cap. Flow %
-2.54%
Top 10 Hldgs %
15.63%
Holding
807
New
40
Increased
310
Reduced
380
Closed
22

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$35.1M
2
BG icon
Bunge Global
BG
+$29.3M
3
RIG icon
Transocean
RIG
+$7.69M
4
CPRI icon
Capri Holdings
CPRI
+$7.55M
5
MPC icon
Marathon Petroleum
MPC
+$7.31M

Top Sells

Rank Stock Value
1
EFA icon
iShares MSCI EAFE ETF
EFA
+$53.9M
2
JNJ icon
Johnson & Johnson
JNJ
+$49.5M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$43.7M
4
HD icon
Home Depot
HD
+$25.3M
5
DELL
DELL INC
DELL
+$16.4M

Sector Composition

Rank Sector Weight
1 Financials 16.14%
2 Technology 13.32%
3 Healthcare 13.01%
4 Energy 11.53%
5 Industrials 10.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NUE icon
251
Nucor
NUE
$61.7B
$12.3M 0.1%
229,918
-4,572
-2% -$236K
KEY icon
252
KeyCorp
KEY
$24.5B
$12.2M 0.1%
911,235
+230,191
+34% +$2.91M
DAL icon
253
Delta Air Lines
DAL
$59.1B
$12M 0.09%
436,818
+15,104
+4% +$406K
CTRA
254
DELISTED
Coterra Energy
CTRA
$11.9M 0.09%
306,200
-19,010
-6% -$679K
EMN icon
255
Eastman Chemical
EMN
$8.29B
$11.8M 0.09%
146,483
-24,198
-14% -$1.88M
ED icon
256
Consolidated Edison
ED
$39.9B
$11.8M 0.09%
213,293
-21,057
-9% -$1.18M
CERN
257
DELISTED
Cerner Corp
CERN
$11.8M 0.09%
210,835
-3,717
-2% -$208K
WHR icon
258
Whirlpool
WHR
$2.79B
$11.7M 0.09%
74,692
-4,991
-6% -$732K
K
259
DELISTED
Kellanova
K
$11.6M 0.09%
202,860
+2,070
+1% +$119K
AON icon
260
Aon
AON
$74.7B
$11.6M 0.09%
138,037
-13,339
-9% -$1.06M
RRC icon
261
Range Resources
RRC
$9.39B
$11.5M 0.09%
136,538
+27,949
+26% +$2.17M
LNC icon
262
Lincoln National
LNC
$8.44B
$11.3M 0.09%
219,498
-5,631
-3% -$270K
AA icon
263
Alcoa
AA
$13.5B
$11.3M 0.09%
440,957
+118,602
+37% +$2.63M
CHK
264
DELISTED
Chesapeake Energy Corporation
CHK
$11.2M 0.09%
2,185
-51
-2% -$259K
VNO icon
265
Vornado Realty Trust
VNO
$7.33B
$11.2M 0.09%
172,170
-4,532
-3% -$293K
CA
266
DELISTED
CA, Inc.
CA
$11.2M 0.09%
332,324
-16,456
-5% -$522K
AMP icon
267
Ameriprise Financial
AMP
$49.9B
$11.1M 0.09%
96,895
-25,507
-21% -$2.63M
LIFE
268
DELISTED
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
$11.1M 0.09%
146,969
-1,262
-0.9% -$95.2K
MHFI
269
DELISTED
MCGRAW-HILL FINANCIAL INC COM
MHFI
$11.1M 0.09%
142,177
-1,724
-1% -$124K
TSN icon
270
Tyson Foods
TSN
$19.6B
$11.1M 0.09%
331,966
-22,546
-6% -$687K
HSY icon
271
Hershey
HSY
$37B
$11.1M 0.09%
114,064
+12,108
+12% +$1.16M
EIX icon
272
Edison International
EIX
$26.7B
$11.1M 0.09%
239,381
+19,008
+9% +$898K
AVB icon
273
AvalonBay Communities
AVB
$25.7B
$11.1M 0.09%
93,718
+4,858
+5% +$598K
ADI icon
274
Analog Devices
ADI
$187B
$10.9M 0.09%
214,798
-65,113
-23% -$3.17M
FTI icon
275
TechnipFMC
FTI
$29.5B
$10.9M 0.09%
280,314
-9,245
-3% -$359K
9 10
11
12 13

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British Columbia Investment Management's Q4 2013 Portfolio in Review

As of Q4 2013, British Columbia Investment Management held 807 positions worth $12.7B, up 6.6% from $11.9B the previous quarter. Its ten largest holdings account for 16% of the portfolio.

British Columbia Investment Management's Q4 2013 filing shows 40 new, 310 increased, 380 reduced and 22 closed positions. Its largest new stake was Transocean: 157,193 shares worth $7.77M. The largest sale was iShares MSCI EAFE ETF, an estimated $53.9M.

By sector, the portfolio is most concentrated in Financials at 16% of assets, up from 16% a quarter earlier, followed by Technology and Healthcare.

  • British Columbia Investment Management's largest Q4 2013 buy was Transocean: 157,193 shares worth $7.77M.
  • British Columbia Investment Management added most to Meta Platforms (Facebook) in Q4 2013, an estimated $35.1M increase.
  • British Columbia Investment Management's biggest Q4 2013 reduction was iShares MSCI EAFE ETF, cutting an estimated $53.9M.
  • British Columbia Investment Management fully exited DELL INC in Q4 2013, selling an estimated $16.4M.
  • British Columbia Investment Management's ten largest holdings make up 16% of its $12.7B portfolio in Q4 2013.
  • British Columbia Investment Management opened 40 new positions and closed 22 in Q4 2013.
  • British Columbia Investment Management's portfolio value rose 6.6% quarter-over-quarter to $12.7B.

Based on British Columbia Investment Management's 13F filing for Q4 2013, filed 15 Jan 2014.