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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
+2.99%
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
$16.8B
AUM Growth
+$121M
Cap. Flow
+$62.8M
Cap. Flow %
0.37%
Top 10 Hldgs %
30.23%
Holding
742
New
16
Increased
611
Reduced
89
Closed
14

Top Buys

Rank Stock Value
1
PBA icon
Pembina Pipeline
PBA
+$121M
2
AAPL icon
Apple
AAPL
+$117M
3
AMZN icon
Amazon
AMZN
+$100M
4
GIB icon
CGI
GIB
+$87.7M
5
SU icon
Suncor Energy
SU
+$78.7M

Top Sells

Rank Stock Value
1
TD icon
Toronto Dominion Bank
TD
+$593M
2
BMO icon
Bank of Montreal
BMO
+$257M
3
BNS icon
Scotiabank
BNS
+$238M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$203M
5
CNQ icon
Canadian Natural Resources
CNQ
+$164M

Sector Composition

Rank Sector Weight
1 Technology 29.07%
2 Financials 14.8%
3 Industrials 10.61%
4 Consumer Discretionary 9.43%
5 Healthcare 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WFC icon
76
Wells Fargo
WFC
$269B
$45.8M 0.27%
651,808
+70,104
+12% +$4.79M
CSCO icon
77
Cisco
CSCO
$488B
$45.2M 0.27%
764,211
+91,961
+14% +$5.25M
A icon
78
Agilent Technologies
A
$41.9B
$44.4M 0.26%
330,720
-3,055
-0.9% -$419K
BMO icon
79
Bank of Montreal
BMO
$129B
$44M 0.26%
453,454
-2,716,154
-86% -$257M
TRI icon
80
Thomson Reuters
TRI
$44.5B
$41.5M 0.25%
255,011
+48,260
+23% +$8.13M
ROK icon
81
Rockwell Automation
ROK
$50.1B
$41.4M 0.25%
144,915
+66,608
+85% +$18.7M
NEE icon
82
NextEra Energy
NEE
$179B
$41.3M 0.25%
576,639
+8,996
+2% +$699K
SAIA icon
83
Saia
SAIA
$9.73B
$41.3M 0.25%
90,552
+38,000
+72% +$18.8M
ENB icon
84
Enbridge
ENB
$112B
$40.7M 0.24%
960,543
-3,838,802
-80% -$161M
PEP icon
85
PepsiCo
PEP
$189B
$39.9M 0.24%
262,724
+33,538
+15% +$5.49M
MCD icon
86
McDonald's
MCD
$195B
$39.8M 0.24%
137,363
+17,111
+14% +$5.1M
FNV icon
87
Franco-Nevada
FNV
$45.5B
$39.2M 0.23%
334,222
-950,353
-74% -$118M
RBA icon
88
RB Global
RBA
$16B
$39.1M 0.23%
+433,540
New +$38.8M
IBM icon
89
IBM
IBM
$222B
$38.8M 0.23%
176,395
+23,123
+15% +$5.15M
ABT icon
90
Abbott
ABT
$192B
$37.7M 0.22%
333,170
+42,907
+15% +$4.96M
ADBE icon
91
Adobe
ADBE
$103B
$37.5M 0.22%
84,294
+10,308
+14% +$5.1M
TEL icon
92
TE Connectivity
TEL
$62B
$37.5M 0.22%
261,960
+21,288
+9% +$3.17M
XLE icon
93
State Street Energy Select Sector SPDR ETF
XLE
$39.9B
$37M 0.22%
864,402
+450,434
+109% +$20.5M
SCHW
94
Charles Schwab
SCHW
$189B
$36.7M 0.22%
496,195
-498,057
-50% -$37.3M
BN icon
95
Brookfield
BN
$110B
$36.3M 0.22%
948,701
+254,013
+37% +$9.57M
EXR icon
96
Extra Space Storage
EXR
$31B
$36.3M 0.22%
242,586
+5,255
+2% +$862K
PM icon
97
Philip Morris
PM
$290B
$35.8M 0.21%
297,727
+38,345
+15% +$4.84M
MFC icon
98
Manulife Financial
MFC
$72.6B
$35.7M 0.21%
1,162,597
+590,644
+103% +$18.3M
ISRG icon
99
Intuitive Surgical
ISRG
$142B
$35.5M 0.21%
68,047
+8,864
+15% +$4.62M
EMR icon
100
Emerson Electric
EMR
$91.4B
$34.9M 0.21%
281,896
+186,438
+195% +$22.6M
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
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British Columbia Investment Management's Q4 2024 Portfolio in Review

As of Q4 2024, British Columbia Investment Management held 742 positions worth $16.8B, up 0.72% from $16.7B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Trading was light in Q4 2024: portfolio turnover was 4%. British Columbia Investment Management opened 16 new positions and exited 14, leaving the 742-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 24% a quarter earlier, followed by Financials and Industrials.

  • British Columbia Investment Management's largest Q4 2024 buy was State Street SPDR S&P Regional Banking ETF: 882,884 shares worth $53.3M.
  • British Columbia Investment Management added most to Pembina Pipeline in Q4 2024, an estimated $121M increase.
  • British Columbia Investment Management's biggest Q4 2024 reduction was Toronto Dominion Bank, cutting an estimated $593M.
  • British Columbia Investment Management fully exited State Street SPDR Bloomberg High Yield Bond ETF in Q4 2024, selling an estimated $58.2M.
  • British Columbia Investment Management's ten largest holdings make up 30% of its $16.8B portfolio in Q4 2024.
  • British Columbia Investment Management opened 16 new positions and closed 14 in Q4 2024.
  • British Columbia Investment Management's portfolio value rose 0.72% quarter-over-quarter to $16.8B.

Based on British Columbia Investment Management's 13F filing for Q4 2024, filed 18 Feb 2025.