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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
+12.89%
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
$12.2B
AUM Growth
+$1.72B
Cap. Flow
+$440M
Cap. Flow %
3.59%
Top 10 Hldgs %
28.42%
Holding
818
New
13
Increased
655
Reduced
94
Closed
35

Top Buys

Rank Stock Value
1
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$97.4M
2
RCI icon
Rogers Communications
RCI
+$95M
3
CNQ icon
Canadian Natural Resources
CNQ
+$89.6M
4
HON icon
Honeywell
HON
+$70.4M
5
AMZN icon
Amazon
AMZN
+$67.8M

Top Sells

Rank Stock Value
1
CP icon
Canadian Pacific Kansas City
CP
+$131M
2
SHOP icon
Shopify
SHOP
+$102M
3
CNI icon
Canadian National Railway
CNI
+$78.6M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$71.5M
5
BEP icon
Brookfield Renewable
BEP
+$70.5M

Sector Composition

Rank Sector Weight
1 Technology 24.98%
2 Financials 16.34%
3 Consumer Discretionary 10.18%
4 Industrials 9.78%
5 Healthcare 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NDAQ icon
476
Nasdaq
NDAQ
$53.5B
$2.3M 0.02%
39,577
+8,324
+27% +$439K
PPL
477
PPL Corp
PPL
$26.7B
$2.3M 0.02%
84,880
+17,833
+27% +$452K
FE icon
478
FirstEnergy
FE
$27.2B
$2.3M 0.02%
62,727
+13,227
+27% +$479K
ALGN icon
479
Align Technology
ALGN
$12.4B
$2.29M 0.02%
8,368
+1,779
+27% +$422K
CPAY icon
480
Corpay
CPAY
$26.9B
$2.29M 0.02%
8,087
+1,704
+27% +$423K
DRI icon
481
Darden Restaurants
DRI
$25.9B
$2.28M 0.02%
13,848
+2,921
+27% +$442K
GRMN
482
Garmin
GRMN
$59.8B
$2.27M 0.02%
17,626
+3,823
+28% +$443K
DELL icon
483
Dell
DELL
$313B
$2.25M 0.02%
29,477
+6,188
+27% +$437K
BAX icon
484
Baxter International
BAX
$13.9B
$2.25M 0.02%
58,318
+12,336
+27% +$436K
ZS icon
485
Zscaler
ZS
$28.7B
$2.25M 0.02%
10,168
+2,209
+28% +$409K
WAT icon
486
Waters Corp
WAT
$40.9B
$2.24M 0.02%
6,802
+1,431
+27% +$395K
GPC icon
487
Genuine Parts
GPC
$18.5B
$2.24M 0.02%
16,161
+3,467
+27% +$476K
RBLX icon
488
Roblox
RBLX
$25.4B
$2.24M 0.02%
48,905
+11,003
+29% +$407K
ARES icon
489
Ares Management
ARES
$32.1B
$2.23M 0.02%
18,791
+4,176
+29% +$453K
CTRA
490
DELISTED
Coterra Energy
CTRA
$2.22M 0.02%
86,906
+18,033
+26% +$483K
VLTO icon
491
Veralto
VLTO
$23.6B
$2.22M 0.02%
+26,929
New +$2.01M
TAL icon
492
TAL Education Group
TAL
$6.58B
$2.21M 0.02%
175,100
– –
WBA
493
DELISTED
Walgreens Boots Alliance
WBA
$2.21M 0.02%
84,497
+18,166
+27% +$406K
VRSN icon
494
VeriSign
VRSN
$25.6B
$2.2M 0.02%
10,686
+2,215
+26% +$461K
PFG icon
495
Principal Financial Group
PFG
$24.4B
$2.19M 0.02%
27,826
+5,865
+27% +$425K
AEE icon
496
Ameren
AEE
$30.1B
$2.19M 0.02%
30,242
+6,345
+27% +$483K
CBOE icon
497
Cboe Global Markets
CBOE
$30.4B
$2.17M 0.02%
12,142
+2,589
+27% +$444K
EXPD icon
498
Expeditors International
EXPD
$24B
$2.17M 0.02%
17,032
+3,101
+22% +$366K
EGO icon
499
Eldorado Gold
EGO
$10.4B
$2.16M 0.02%
166,663
+54,148
+48% +$609K
COO icon
500
Cooper Companies
COO
$15B
$2.16M 0.02%
22,796
+4,780
+27% +$401K
18 19
20
21 22

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British Columbia Investment Management's Q4 2023 Portfolio in Review

As of Q4 2023, British Columbia Investment Management held 818 positions worth $12.2B, up 16% from $10.5B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

British Columbia Investment Management deployed $440M of net new capital in Q4 2023, opening 13 new positions and adding to 655 existing holdings. Its largest new stake was XP: 510,000 shares worth $13.3M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 22% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Canadian Pacific Kansas City, an estimated $131M trimmed.

  • British Columbia Investment Management's largest Q4 2023 buy was XP: 510,000 shares worth $13.3M.
  • British Columbia Investment Management added most to iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2023, an estimated $97.4M increase.
  • British Columbia Investment Management's biggest Q4 2023 reduction was Canadian Pacific Kansas City, cutting an estimated $131M.
  • British Columbia Investment Management fully exited Open Text in Q4 2023, selling an estimated $7.28M.
  • British Columbia Investment Management's ten largest holdings make up 28% of its $12.2B portfolio in Q4 2023.
  • British Columbia Investment Management opened 13 new positions and closed 35 in Q4 2023.
  • British Columbia Investment Management's portfolio value rose 16% quarter-over-quarter to $12.2B.

Based on British Columbia Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.