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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
TCN
51
DELISTED
Tricon Residential Inc.
TCN
$44.2M 0.46%
5,701,722
+5,585,010
+4,785% +$46M
TT icon
52
Trane Technologies
TT
$105B
$42.7M 0.44%
231,878
+11,744
+5% +$2.13M
XOM icon
53
ExxonMobil
XOM
$657B
$40.4M 0.42%
368,255
-1,591
-0.4% -$176K
EPAM icon
54
EPAM Systems
EPAM
$5.17B
$37.2M 0.39%
124,402
+94,351
+314% +$30.4M
JNJ icon
55
Johnson & Johnson
JNJ
$629B
$36.2M 0.38%
233,793
+474
+0.2% +$76.5K
BRK.B icon
56
Berkshire Hathaway Class B
BRK.B
$1.09T
$35.9M 0.37%
116,421
+956
+0.8% +$295K
IWM icon
57
iShares Russell 2000 ETF
IWM
$82.2B
$35.2M 0.37%
197,573
-144,182
-42% -$26.5M
AVGO icon
58
Broadcom
AVGO
$1.98T
$34.5M 0.36%
537,520
+14,520
+3% +$874K
JPM icon
59
JPMorgan Chase
JPM
$971B
$34.2M 0.36%
262,284
+2,040
+0.8% +$280K
SPY icon
60
State Street SPDR S&P 500 ETF Trust
SPY
$809B
$33.2M 0.35%
+81,167
New +$32.4M
GRAB icon
61
Grab
GRAB
$14.7B
$32.2M 0.34%
10,696,197
+1,484,127
+16% +$4.93M
BAC icon
62
Bank of America
BAC
$453B
$32M 0.33%
1,119,332
+124,078
+12% +$4.1M
OR icon
63
OR Royalties Inc
OR
$6.31B
$31.7M 0.33%
2,005,145
-305,055
-13% -$4.11M
PG icon
64
Procter & Gamble
PG
$335B
$31.5M 0.33%
211,897
+203
+0.1% +$29K
CSCO icon
65
Cisco
CSCO
$488B
$31M 0.32%
592,906
-134
-0% -$6.54K
ADSK icon
66
Autodesk
ADSK
$52.7B
$29.2M 0.3%
140,302
-10,434
-7% -$2.15M
HD icon
67
Home Depot
HD
$342B
$26.9M 0.28%
91,136
+288
+0.3% +$88.3K
CVX icon
68
Chevron
CVX
$386B
$26.8M 0.28%
164,260
-762
-0.5% -$128K
ERF
69
DELISTED
Enerplus Corporation
ERF
$26M 0.27%
1,804,171
-55,549
-3% -$895K
WPM icon
70
Wheaton Precious Metals
WPM
$61.3B
$25.8M 0.27%
+535,933
New +$23.4M
SPGI icon
71
S&P Global
SPGI
$121B
$25.8M 0.27%
74,705
-497
-0.7% -$175K
ABBV icon
72
AbbVie
ABBV
$440B
$25.2M 0.26%
158,136
+1,231
+0.8% +$188K
LLY icon
73
Eli Lilly
LLY
$1.09T
$24.8M 0.26%
72,219
+547
+0.8% +$184K
ENB icon
74
Enbridge
ENB
$112B
$24.2M 0.25%
634,581
-449,340
-41% -$17.6M
MRK icon
75
Merck
MRK
$328B
$24.1M 0.25%
226,712
+1,903
+0.8% +$205K
1 2
3
4 5

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ASRS
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CM
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Macquarie Group
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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 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.