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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
+8.3%
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
$9.14B
AUM Growth
+$265M
Cap. Flow
-$310M
Cap. Flow %
-3.39%
Top 10 Hldgs %
25.56%
Holding
846
New
25
Increased
94
Reduced
655
Closed
33

Top Buys

Rank Stock Value
1
URTH icon
iShares MSCI World ETF
URTH
+$78.2M
2
BEP icon
Brookfield Renewable
BEP
+$75.3M
3
KBR icon
KBR
KBR
+$59.8M
4
BAM icon
Brookfield Asset Management
BAM
+$56.9M
5
WAB icon
Wabtec
WAB
+$52.3M

Top Sells

Rank Stock Value
1
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$74.6M
2
BN icon
Brookfield
BN
+$49.7M
3
ENB icon
Enbridge
ENB
+$49.2M
4
AMAT icon
Applied Materials
AMAT
+$45.6M
5
TRP icon
TC Energy
TRP
+$41.8M

Sector Composition

Rank Sector Weight
1 Financials 18.03%
2 Technology 17.91%
3 Industrials 11.68%
4 Healthcare 11.32%
5 Consumer Discretionary 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KO icon
76
Coca-Cola
KO
$373B
$23.2M 0.25%
364,588
-43,509
-11% -$2.63M
TIXT
77
DELISTED
TELUS International
TIXT
$23.1M 0.25%
1,171,585
-638,800
-35% -$14.1M
UNP icon
78
Union Pacific
UNP
$174B
$22.7M 0.25%
109,531
-6,851
-6% -$1.41M
PEP icon
79
PepsiCo
PEP
$189B
$22.1M 0.24%
122,472
-14,544
-11% -$2.59M
SCHW
80
Charles Schwab
SCHW
$189B
$21.8M 0.24%
261,604
-64,984
-20% -$5.04M
LAD icon
81
Lithia Motors
LAD
$8.32B
$21.2M 0.23%
103,456
+13,000
+14% +$2.78M
TRI icon
82
Thomson Reuters
TRI
$44.5B
$20.4M 0.22%
169,708
-116,719
-41% -$13.5M
RCI icon
83
Rogers Communications
RCI
$19.4B
$20.3M 0.22%
434,267
-591,639
-58% -$25.2M
SAND
84
DELISTED
Sandstorm Gold
SAND
$20.3M 0.22%
3,851,698
+758,103
+25% +$3.87M
PGR icon
85
Progressive
PGR
$121B
$19.9M 0.22%
153,734
-6,060
-4% -$768K
SIVB
86
DELISTED
SVB Financial Group
SIVB
$19.6M 0.21%
85,346
+12,523
+17% +$3.11M
TMUS icon
87
T-Mobile US
TMUS
$190B
$19.4M 0.21%
138,348
-6,367
-4% -$915K
WMT icon
88
Walmart Inc
WMT
$923B
$19M 0.21%
401,370
-48,726
-11% -$2.31M
CI icon
89
Cigna
CI
$73.3B
$18.9M 0.21%
56,915
-13,336
-19% -$4.22M
APD icon
90
Air Products & Chemicals
APD
$67.7B
$18.7M 0.2%
60,609
-2,294
-4% -$646K
DIS icon
91
Walt Disney
DIS
$178B
$18.6M 0.2%
214,274
-18,715
-8% -$1.79M
UNVR
92
DELISTED
Univar Solutions Inc.
UNVR
$18.4M 0.2%
580,000
-50,000
-8% -$1.44M
IPAR icon
93
Interparfums
IPAR
$3.78B
$18M 0.2%
186,000
-5,500
-3% -$478K
COST icon
94
Costco
COST
$421B
$17.9M 0.2%
39,310
-4,593
-10% -$2.24M
AZO icon
95
AutoZone
AZO
$49.7B
$17.8M 0.2%
7,227
-1,066
-13% -$2.58M
MCD icon
96
McDonald's
MCD
$195B
$17.2M 0.19%
65,289
-8,001
-11% -$2.11M
LW icon
97
Lamb Weston
LW
$7.3B
$17.1M 0.19%
191,769
-20,231
-10% -$1.72M
ABT icon
98
Abbott
ABT
$192B
$17.1M 0.19%
155,407
-18,112
-10% -$1.88M
INTU icon
99
Intuit
INTU
$91.6B
$16.9M 0.18%
43,293
+16,779
+63% +$6.66M
PDD icon
100
Pinduoduo
PDD
$127B
$16.7M 0.18%
205,000
-900
-0.4% -$62.7K
2 3
4
5 6

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PP
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ASRS
Arizona State Retirement System Phoenix, Arizona $17.1B AUM 30.52% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

British Columbia Investment Management's Q4 2022 Portfolio in Review

As of Q4 2022, British Columbia Investment Management held 846 positions worth $9.14B, up 3% from $8.87B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

British Columbia Investment Management withdrew a net $310M in Q4 2022, closing 33 positions and reducing 655 holdings. Its most notable exit was Chemed, an estimated $33.3M position sold in full.

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

Against the trend, British Columbia Investment Management opened a new position in iShares MSCI World ETF worth $78.7M.

  • British Columbia Investment Management's largest Q4 2022 buy was iShares MSCI World ETF: 720,160 shares worth $78.7M.
  • British Columbia Investment Management added most to Brookfield Renewable in Q4 2022, an estimated $75.3M increase.
  • British Columbia Investment Management's biggest Q4 2022 reduction was iShares iBoxx $ High Yield Corporate Bond ETF, cutting an estimated $74.6M.
  • British Columbia Investment Management fully exited Chemed in Q4 2022, selling an estimated $33.3M.
  • British Columbia Investment Management's ten largest holdings make up 26% of its $9.14B portfolio in Q4 2022.
  • British Columbia Investment Management opened 25 new positions and closed 33 in Q4 2022.
  • British Columbia Investment Management's portfolio value rose 3% quarter-over-quarter to $9.14B.

Based on British Columbia Investment Management's 13F filing for Q4 2022, filed 13 Feb 2023.