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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
SYF icon
551
Synchrony
SYF
$25.8B
$1.84M 0.02%
48,176
+9,503
+25% +$301K
TXT icon
552
Textron
TXT
$15.3B
$1.83M 0.02%
22,814
+4,465
+24% +$346K
ESS icon
553
Essex Property Trust
ESS
$18.1B
$1.83M 0.02%
7,388
+1,553
+27% +$343K
BTE icon
554
Baytex Energy
BTE
$3.05B
$1.82M 0.01%
551,357
+168,745
+44% +$654K
MAA icon
555
Mid-America Apartment Communities
MAA
$15.4B
$1.81M 0.01%
13,437
+2,806
+26% +$357K
CFG icon
556
Citizens Financial Group
CFG
$31.1B
$1.8M 0.01%
54,382
+10,401
+24% +$286K
CSL icon
557
Carlisle Companies
CSL
$15.2B
$1.8M 0.01%
5,746
+1,132
+25% +$312K
POOL icon
558
Pool Corp
POOL
$7.25B
$1.79M 0.01%
4,494
+971
+28% +$340K
SSRM icon
559
SSR Mining
SSRM
$6.63B
$1.78M 0.01%
166,223
+53,133
+47% +$645K
DGX icon
560
Quest Diagnostics
DGX
$26.2B
$1.78M 0.01%
12,922
+2,776
+27% +$365K
RIVN icon
561
Rivian
RIVN
$23.1B
$1.78M 0.01%
75,727
+16,460
+28% +$309K
AVTR icon
562
Avantor
AVTR
$9.42B
$1.78M 0.01%
77,773
+16,689
+27% +$342K
TNC icon
563
Tennant Co
TNC
$1.18B
$1.77M 0.01%
+19,082
New +$1.58M
FCNCA icon
564
First Citizens BancShares
FCNCA
$25.7B
$1.77M 0.01%
1,245
+266
+27% +$374K
EG icon
565
Everest Group
EG
$13.9B
$1.77M 0.01%
4,996
+1,097
+28% +$425K
TSN icon
566
Tyson Foods
TSN
$19.6B
$1.77M 0.01%
32,864
+6,879
+26% +$334K
CF icon
567
CF Industries
CF
$18.2B
$1.77M 0.01%
22,213
+4,475
+25% +$356K
BBY icon
568
Best Buy
BBY
$17.5B
$1.77M 0.01%
22,549
+4,844
+27% +$341K
K
569
DELISTED
Kellanova
K
$1.76M 0.01%
31,519
+4,950
+19% +$259K
SNA icon
570
Snap-on
SNA
$21.1B
$1.76M 0.01%
6,089
+1,300
+27% +$351K
BG icon
571
Bunge Global
BG
$21.5B
$1.75M 0.01%
17,336
+3,643
+27% +$382K
TAC icon
572
TransAlta
TAC
$3.92B
$1.74M 0.01%
209,677
-186,979
-47% -$1.51M
PODD icon
573
Insulet
PODD
$10.1B
$1.74M 0.01%
8,034
+1,729
+27% +$297K
EQT icon
574
EQT Corp
EQT
$33.8B
$1.74M 0.01%
44,972
+12,071
+37% +$490K
LYV icon
575
Live Nation Entertainment
LYV
$43.2B
$1.74M 0.01%
18,543
+3,922
+27% +$338K
21 22
23
24 25

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ASRS
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CM
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CI
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EIP
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BBA
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FCM
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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.