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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
+7.81%
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
$9.59B
AUM Growth
+$453M
Cap. Flow
-$46.5M
Cap. Flow %
-0.48%
Top 10 Hldgs %
25.77%
Holding
831
New
18
Increased
361
Reduced
186
Closed
22

Top Buys

Rank Stock Value
1
SU icon
Suncor Energy
SU
+$78.4M
2
SJR
Shaw Communications Inc.
SJR
+$78.4M
3
TD icon
Toronto Dominion Bank
TD
+$75.2M
4
SLF icon
Sun Life Financial
SLF
+$51.9M
5
TCN
Tricon Residential Inc.
TCN
+$46M

Top Sells

Rank Stock Value
1
BEP icon
Brookfield Renewable
BEP
+$89.4M
2
URTH icon
iShares MSCI World ETF
URTH
+$78.7M
3
CNQ icon
Canadian Natural Resources
CNQ
+$76.2M
4
TU icon
Telus
TU
+$64.2M
5
BKNG icon
Booking.com
BKNG
+$57.6M

Sector Composition

Rank Sector Weight
1 Technology 20.54%
2 Financials 17.85%
3 Industrials 11.8%
4 Healthcare 10.45%
5 Consumer Discretionary 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VRN
326
DELISTED
Veren
VRN
$3.53M 0.04%
499,545
+172,407
+53% +$1.19M
SYY icon
327
Sysco
SYY
$40.5B
$3.48M 0.04%
45,122
+281
+0.6% +$21.6K
TAC icon
328
TransAlta
TAC
$3.92B
$3.47M 0.04%
396,972
-31,264
-7% -$275K
CHTR icon
329
Charter Communications
CHTR
$17.9B
$3.47M 0.04%
9,704
-5,749
-37% -$2.15M
NEM icon
330
Newmont
NEM
$124B
$3.46M 0.04%
70,675
+366
+0.5% +$17.7K
MET icon
331
MetLife
MET
$61.4B
$3.44M 0.04%
59,401
-621
-1% -$41.9K
DOW icon
332
Dow Inc
DOW
$22.1B
$3.44M 0.04%
62,687
-932
-1% -$52.4K
CARR icon
333
Carrier Global
CARR
$52B
$3.42M 0.04%
74,654
– –
PCAR icon
334
PACCAR
PCAR
$69B
$3.4M 0.04%
46,447
+242
+0.5% +$17.3K
AFL icon
335
Aflac
AFL
$60.5B
$3.39M 0.04%
52,612
-557
-1% -$38.1K
HLT icon
336
Hilton Worldwide
HLT
$72.6B
$3.39M 0.04%
24,089
-208
-0.9% -$29.3K
TDG icon
337
TransDigm Group
TDG
$68.3B
$3.39M 0.04%
4,600
+34
+0.7% +$24.3K
STZ icon
338
Constellation Brands
STZ
$22.9B
$3.34M 0.03%
14,780
+640
+5% +$142K
AIG icon
339
American International
AIG
$39.8B
$3.33M 0.03%
66,164
-1,271
-2% -$74.2K
YUM icon
340
Yum! Brands
YUM
$41B
$3.33M 0.03%
25,209
– –
HSY icon
341
Hershey
HSY
$37B
$3.33M 0.03%
13,087
+78
+0.6% +$18.3K
PAYX icon
342
Paychex
PAYX
$42.8B
$3.31M 0.03%
28,880
+136
+0.5% +$15.5K
ROST icon
343
Ross Stores
ROST
$79.6B
$3.3M 0.03%
31,052
– –
MRVL icon
344
Marvell Technology
MRVL
$195B
$3.29M 0.03%
75,916
+397
+0.5% +$16.7K
XEL icon
345
Xcel Energy
XEL
$49.1B
$3.29M 0.03%
48,727
+279
+0.6% +$18.8K
HES
346
DELISTED
Hess
HES
$3.29M 0.03%
24,829
+171
+0.7% +$23.8K
IQV icon
347
IQVIA
IQV
$39.8B
$3.29M 0.03%
16,521
– –
XYZ
348
Block Inc
XYZ
$47B
$3.29M 0.03%
47,856
+891
+2% +$66.7K
COF icon
349
Capital One
COF
$136B
$3.27M 0.03%
33,981
– –
SPG icon
350
Simon Property Group
SPG
$71.4B
$3.27M 0.03%
29,175
+126
+0.4% +$15K
12 13
14
15 16

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ASRS
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CM
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Macquarie Group
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EIP
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BBA
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FCM
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IG
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British Columbia Investment Management's Q1 2023 Portfolio in Review

As of Q1 2023, British Columbia Investment Management held 831 positions worth $9.59B, up 5% from $9.14B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Trading was light in Q1 2023: portfolio turnover was 4.8%. British Columbia Investment Management opened 18 new positions and exited 22, leaving the 831-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 21% of assets, up from 18% a quarter earlier, followed by Financials and Industrials.

  • British Columbia Investment Management's largest Q1 2023 buy was State Street SPDR S&P 500 ETF Trust: 81,167 shares worth $33.2M.
  • British Columbia Investment Management added most to Suncor Energy in Q1 2023, an estimated $78.4M increase.
  • British Columbia Investment Management's biggest Q1 2023 reduction was Brookfield Renewable, cutting an estimated $89.4M.
  • British Columbia Investment Management fully exited iShares MSCI World ETF in Q1 2023, selling an estimated $78.7M.
  • British Columbia Investment Management's ten largest holdings make up 26% of its $9.59B portfolio in Q1 2023.
  • British Columbia Investment Management opened 18 new positions and closed 22 in Q1 2023.
  • British Columbia Investment Management's portfolio value rose 5% quarter-over-quarter to $9.59B.

Based on British Columbia Investment Management's 13F filing for Q1 2023, filed 12 May 2023.