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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
SNAP icon
526
Snap
SNAP
$8.79B
$2M 0.02%
118,235
+25,901
+28% +$318K
LPLA icon
527
LPL Financial
LPLA
$29.7B
$1.98M 0.02%
8,715
+1,651
+23% +$371K
ATO icon
528
Atmos Energy
ATO
$28.7B
$1.98M 0.02%
17,082
+4,049
+31% +$452K
DOO
529
Bombardier Recreational Products
DOO
$4.69B
$1.98M 0.02%
27,660
-61,221
-69% -$4.28M
MKC icon
530
McCormick & Company Non-Voting
MKC
$14.2B
$1.98M 0.02%
28,915
+6,074
+27% +$397K
PRMW
531
DELISTED
Primo Water Corporation
PRMW
$1.97M 0.02%
131,090
-296,296
-69% -$4.23M
ZM icon
532
Zoom
ZM
$30.8B
$1.97M 0.02%
27,422
+5,749
+27% +$380K
OMC icon
533
Omnicom Group
OMC
$23.5B
$1.97M 0.02%
22,747
+4,637
+26% +$366K
WDC icon
534
Western Digital
WDC
$157B
$1.95M 0.02%
49,377
+10,887
+28% +$381K
CMS icon
535
CMS Energy
CMS
$22B
$1.95M 0.02%
33,595
+7,067
+27% +$395K
ALB icon
536
Albemarle
ALB
$15.1B
$1.95M 0.02%
13,502
+2,829
+27% +$388K
STX icon
537
Seagate
STX
$199B
$1.94M 0.02%
22,723
+5,945
+35% +$444K
BHC icon
538
Bausch Health
BHC
$2.32B
$1.93M 0.02%
241,163
+77,463
+47% +$564K
TCN
539
DELISTED
Tricon Residential Inc.
TCN
$1.92M 0.02%
211,435
+67,674
+47% +$519K
TER icon
540
Teradyne
TER
$63B
$1.92M 0.02%
17,727
+3,602
+26% +$342K
JBL icon
541
Jabil
JBL
$38.4B
$1.92M 0.02%
15,062
+3,163
+27% +$403K
SUI icon
542
Sun Communities
SUI
$14.4B
$1.91M 0.02%
14,328
+3,113
+28% +$375K
JBHT icon
543
JB Hunt Transport Services
JBHT
$25.9B
$1.9M 0.02%
9,515
+1,999
+27% +$370K
VRT icon
544
Vertiv
VRT
$111B
$1.89M 0.02%
+39,422
New +$1.68M
IEX icon
545
IDEX
IEX
$17.7B
$1.89M 0.02%
8,699
+1,887
+28% +$381K
RS icon
546
Reliance Steel & Aluminium
RS
$21.8B
$1.88M 0.02%
6,738
+1,410
+26% +$374K
J icon
547
Jacobs Solutions
J
$17B
$1.88M 0.02%
17,519
+3,656
+26% +$398K
AVY icon
548
Avery Dennison
AVY
$13.7B
$1.87M 0.02%
9,274
+1,961
+27% +$366K
CINF icon
549
Cincinnati Financial
CINF
$26.5B
$1.87M 0.02%
18,052
+3,749
+26% +$381K
CE icon
550
Celanese
CE
$4.75B
$1.85M 0.02%
11,907
+2,504
+27% +$327K
20 21
22
23 24

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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.