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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
+9.8%
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
+$2.11B
Cap. Flow
+$1.28B
Cap. Flow %
10.51%
Top 10 Hldgs %
23.05%
Holding
816
New
18
Increased
702
Reduced
62
Closed
6

Top Buys

Rank Stock Value
1
TD icon
Toronto Dominion Bank
TD
+$146M
2
TRP icon
TC Energy
TRP
+$72.1M
3
SHOP icon
Shopify
SHOP
+$69.3M
4
RY icon
Royal Bank of Canada
RY
+$57.2M
5
NTR icon
Nutrien
NTR
+$41.8M

Top Sells

Rank Stock Value
1
TT icon
Trane Technologies
TT
+$29.6M
2
AQUA
Evoqua Water Technologies Corp. Common Stock
AQUA
+$28.2M
3
IYW icon
iShares US Technology ETF
IYW
+$21.5M
4
CERN
Cerner Corp
CERN
+$20.8M
5
PBA icon
Pembina Pipeline
PBA
+$15.1M

Sector Composition

Rank Sector Weight
1 Technology 19.04%
2 Financials 18.81%
3 Consumer Discretionary 10.6%
4 Healthcare 10.04%
5 Industrials 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MRK icon
76
Merck
MRK
$328B
$36.4M 0.3%
459,476
+33,251
+8% +$2.6M
PFE icon
77
Pfizer
PFE
$150B
$35.4M 0.29%
1,016,966
+81,625
+9% +$2.86M
T icon
78
AT&T
T
$166B
$35.3M 0.29%
1,638,586
+115,717
+8% +$2.59M
KO icon
79
Coca-Cola
KO
$373B
$35M 0.29%
708,716
+55,150
+8% +$2.65M
ECL icon
80
Ecolab
ECL
$78.1B
$35M 0.29%
174,934
+19,072
+12% +$3.81M
WMT icon
81
Walmart Inc
WMT
$923B
$34.4M 0.28%
738,309
+55,881
+8% +$2.48M
AVGO icon
82
Broadcom
AVGO
$1.98T
$33.8M 0.28%
929,060
+53,790
+6% +$1.8M
ABT icon
83
Abbott
ABT
$192B
$33.4M 0.27%
307,244
+24,470
+9% +$2.48M
PEP icon
84
PepsiCo
PEP
$189B
$33.4M 0.27%
241,005
+18,186
+8% +$2.47M
IT icon
85
Gartner
IT
$11.3B
$32.5M 0.27%
260,396
+34,878
+15% +$4.43M
UNP icon
86
Union Pacific
UNP
$174B
$32.5M 0.27%
165,133
+7,092
+4% +$1.32M
QSR icon
87
Restaurant Brands International
QSR
$26.1B
$31.5M 0.26%
549,042
+71,839
+15% +$4.01M
TMO icon
88
Thermo Fisher Scientific
TMO
$223B
$30.3M 0.25%
68,601
+4,640
+7% +$1.92M
LOW icon
89
Lowe's Companies
LOW
$121B
$29.3M 0.24%
176,845
+8,234
+5% +$1.27M
JD icon
90
JD.com
JD
$42.7B
$29.3M 0.24%
377,200
+1,200
+0.3% +$83.4K
MGA icon
91
Magna International
MGA
$18.6B
$29.2M 0.24%
638,062
+44,814
+8% +$2.16M
MCD icon
92
McDonald's
MCD
$195B
$28.3M 0.23%
129,154
+9,604
+8% +$1.97M
CIGI icon
93
Colliers International
CIGI
$5.15B
$27.4M 0.23%
412,392
+65,322
+19% +$3.97M
COST icon
94
Costco
COST
$421B
$27.2M 0.22%
76,691
+5,844
+8% +$1.96M
ABBV icon
95
AbbVie
ABBV
$440B
$26.9M 0.22%
306,784
+23,566
+8% +$2.22M
AMGN icon
96
Amgen
AMGN
$225B
$25.9M 0.21%
102,081
+7,491
+8% +$1.86M
UPS icon
97
United Parcel Service
UPS
$88.4B
$25.5M 0.21%
152,943
+2,553
+2% +$372K
XOM icon
98
ExxonMobil
XOM
$657B
$25.2M 0.21%
734,431
+55,780
+8% +$2.28M
FSV icon
99
FirstService
FSV
$6.24B
$24.6M 0.2%
186,668
-6,892
-4% -$813K
MDT icon
100
Medtronic
MDT
$116B
$24.2M 0.2%
232,798
+17,768
+8% +$1.78M
2 3
4
5 6

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CM
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EIP
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BBA
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British Columbia Investment Management's Q3 2020 Portfolio in Review

As of Q3 2020, British Columbia Investment Management held 816 positions worth $12.2B, up 21% from $10.1B the previous quarter. Its ten largest holdings account for 23% of the portfolio.

British Columbia Investment Management deployed $1.28B of net new capital in Q3 2020, opening 18 new positions and adding to 702 existing holdings. Its largest new stake was Tandem Diabetes Care: 97,420 shares worth $11.1M.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 18% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Trane Technologies, an estimated $29.6M trimmed.

  • British Columbia Investment Management's largest Q3 2020 buy was Tandem Diabetes Care: 97,420 shares worth $11.1M.
  • British Columbia Investment Management added most to Toronto Dominion Bank in Q3 2020, an estimated $146M increase.
  • British Columbia Investment Management's biggest Q3 2020 reduction was Trane Technologies, cutting an estimated $29.6M.
  • British Columbia Investment Management fully exited State Street Financial Select Sector SPDR ETF in Q3 2020, selling an estimated $15M.
  • British Columbia Investment Management's ten largest holdings make up 23% of its $12.2B portfolio in Q3 2020.
  • British Columbia Investment Management opened 18 new positions and closed 6 in Q3 2020.
  • British Columbia Investment Management's portfolio value rose 21% quarter-over-quarter to $12.2B.

Based on British Columbia Investment Management's 13F filing for Q3 2020, filed 10 Nov 2020.