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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
KO icon
76
Coca-Cola
KO
$373B
$22.8M 0.24%
367,360
+2,772
+0.8% +$168K
SAND
77
DELISTED
Sandstorm Gold
SAND
$22.6M 0.24%
3,877,847
+26,149
+0.7% +$143K
XBI icon
78
State Street SPDR S&P Biotech ETF
XBI
$10.5B
$22.5M 0.23%
295,000
+115,000
+64% +$9.54M
PEP icon
79
PepsiCo
PEP
$189B
$22.5M 0.23%
123,189
+717
+0.6% +$125K
UNP icon
80
Union Pacific
UNP
$174B
$21.9M 0.23%
108,979
-552
-0.5% -$112K
DIS icon
81
Walt Disney
DIS
$178B
$21.6M 0.23%
215,518
+1,244
+0.6% +$125K
PFE icon
82
Pfizer
PFE
$150B
$20.5M 0.21%
501,937
+3,883
+0.8% +$168K
LAD icon
83
Lithia Motors
LAD
$8.32B
$20.1M 0.21%
87,956
-15,500
-15% -$3.77M
TMUS icon
84
T-Mobile US
TMUS
$190B
$20M 0.21%
138,223
-125
-0.1% -$18.1K
WMT icon
85
Walmart Inc
WMT
$923B
$19.7M 0.21%
400,461
-909
-0.2% -$43.1K
COST icon
86
Costco
COST
$421B
$19.7M 0.21%
39,576
+266
+0.7% +$130K
INTU icon
87
Intuit
INTU
$91.6B
$19.3M 0.2%
43,329
+36
+0.1% +$14.8K
APD icon
88
Air Products & Chemicals
APD
$67.7B
$18.3M 0.19%
63,797
+3,188
+5% +$930K
MCD icon
89
McDonald's
MCD
$195B
$18.3M 0.19%
65,494
+205
+0.3% +$54.9K
CRM icon
90
Salesforce
CRM
$158B
$17.9M 0.19%
89,422
+746
+0.8% +$126K
AZO icon
91
AutoZone
AZO
$49.7B
$17.7M 0.18%
7,189
-38
-0.5% -$92.7K
YUMC icon
92
Yum China
YUMC
$16.4B
$17.1M 0.18%
270,850
– –
CIGI icon
93
Colliers International
CIGI
$5.15B
$17.1M 0.18%
161,704
-10,105
-6% -$1.08M
PGR icon
94
Progressive
PGR
$121B
$17M 0.18%
118,486
-35,248
-23% -$4.86M
ACN icon
95
Accenture
ACN
$110B
$16.1M 0.17%
56,342
+208
+0.4% +$56.7K
ADBE icon
96
Adobe
ADBE
$103B
$16M 0.17%
41,565
+62
+0.1% +$22K
URI icon
97
United Rentals
URI
$70.3B
$15.9M 0.17%
40,199
-2,821
-7% -$1.18M
ABT icon
98
Abbott
ABT
$192B
$15.8M 0.16%
155,910
+503
+0.3% +$53.1K
SCHW
99
Charles Schwab
SCHW
$189B
$15.8M 0.16%
301,326
+39,722
+15% +$2.91M
LIN icon
100
Linde
LIN
$221B
$15.7M 0.16%
44,165
-33
-0.1% -$11.1K
2 3
4
5 6

Similar funds

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 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.