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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
MPT
776
Medical Properties Trust
MPT
$2.42B
$435K ﹤0.01%
52,929
– –
NWL icon
777
Newell Brands
NWL
$2.62B
$430K ﹤0.01%
34,582
-91
-0.3% -$1.28K
LUV icon
778
Southwest Airlines
LUV
$22B
$426K ﹤0.01%
13,077
– –
ASTL icon
779
Algoma Steel
ASTL
$470M
$424K ﹤0.01%
52,386
+10,964
+26% +$83.8K
LSXMK
780
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
$407K ﹤0.01%
18,787
-46
-0.2% -$1.21K
FOX icon
781
Fox Class B
FOX
$23.5B
$406K ﹤0.01%
12,975
– –
CNH
782
CNH Industrial
CNH
$17.3B
$406K ﹤0.01%
26,555
– –
SII
783
Sprott
SII
$3.03B
$405K ﹤0.01%
11,081
+2,241
+25% +$83.8K
DVA icon
784
DaVita
DVA
$11.6B
$405K ﹤0.01%
4,992
-17
-0.3% -$1.36K
UHAL.B icon
785
U-Haul Holding Co Series N
UHAL.B
$12.7B
$403K ﹤0.01%
7,767
-29
-0.4% -$1.65K
TOST icon
786
Toast
TOST
$19.7B
$397K ﹤0.01%
22,377
+928
+4% +$18.3K
WLK icon
787
Westlake Corp
WLK
$10.1B
$394K ﹤0.01%
3,396
– –
EXK
788
Endeavour Silver
EXK
$3.14B
$392K ﹤0.01%
101,471
+21,319
+27% +$70.7K
ELAN icon
789
Elanco Animal Health
ELAN
$11.1B
$354K ﹤0.01%
37,637
– –
CHKP icon
790
Check Point Software Technologies
CHKP
$13.2B
$349K ﹤0.01%
2,685
-1,230
-31% -$157K
CCEP icon
791
Coca-Cola Europacific Partners
CCEP
$47.3B
$319K ﹤0.01%
5,392
-40
-0.7% -$2.24K
CHWY icon
792
Chewy
CHWY
$9.15B
$306K ﹤0.01%
8,192
-34
-0.4% -$1.41K
LCID icon
793
Lucid Motors
LCID
$2.58B
$296K ﹤0.01%
3,678
– –
LBTYA icon
794
Liberty Global Class A
LBTYA
$3.55B
$284K ﹤0.01%
14,583
– –
CGC
795
Canopy Growth
CGC
$431M
$284K ﹤0.01%
16,207
+3,717
+30% +$88.2K
SIRI icon
796
SiriusXM
SIRI
$9.59B
$276K ﹤0.01%
6,945
– –
QGEN icon
797
Qiagen
QGEN
$8.88B
$272K ﹤0.01%
5,649
– –
LOGI icon
798
Logitech
LOGI
$14.8B
$262K ﹤0.01%
4,505
– –
TEVA icon
799
Teva Pharmaceuticals
TEVA
$42.8B
$254K ﹤0.01%
28,702
-14,200
-33% -$140K
CLVT icon
800
Clarivate
CLVT
$1.19B
$251K ﹤0.01%
26,708
– –
30 31
32
33 34

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CM
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EIP
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BBA
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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.