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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
+14.76%
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
$14.3B
AUM Growth
+$2.1B
Cap. Flow
+$555M
Cap. Flow %
3.89%
Top 10 Hldgs %
22%
Holding
839
New
29
Increased
116
Reduced
659
Closed
20

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$150M
2
TRP icon
TC Energy
TRP
+$96.6M
3
BCE icon
BCE
BCE
+$89.8M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$80.3M
5
SJR
Shaw Communications Inc.
SJR
+$61.4M

Top Sells

Rank Stock Value
1
SHOP icon
Shopify
SHOP
+$66.6M
2
AQUA
Evoqua Water Technologies Corp. Common Stock
AQUA
+$45.8M
3
V icon
Visa
V
+$39.5M
4
KL
Kirkland Lake Gold Ltd Ordinary
KL
+$29.6M
5
SU icon
Suncor Energy
SU
+$23.9M

Sector Composition

Rank Sector Weight
1 Financials 19.79%
2 Technology 18.15%
3 Consumer Discretionary 10.04%
4 Healthcare 9.57%
5 Communication Services 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IPGP icon
101
IPG Photonics
IPGP
$3.71B
$27.9M 0.2%
124,448
+60,795
+96% +$12.2M
CVX icon
102
Chevron
CVX
$386B
$27.5M 0.19%
325,777
+1,688
+0.5% +$137K
MCD icon
103
McDonald's
MCD
$195B
$27M 0.19%
125,897
-3,257
-3% -$708K
NIO icon
104
NIO
NIO
$11.4B
$26.9M 0.19%
551,300
+77,800
+16% +$3.01M
MDT icon
105
Medtronic
MDT
$116B
$26.6M 0.19%
227,243
-5,555
-2% -$612K
NEE icon
106
NextEra Energy
NEE
$179B
$25.6M 0.18%
331,400
-8,460
-2% -$633K
BIDU icon
107
Baidu
BIDU
$35.6B
$25.3M 0.18%
117,150
-3,600
-3% -$535K
UPS icon
108
United Parcel Service
UPS
$88.4B
$25.3M 0.18%
150,280
-2,663
-2% -$449K
HON icon
109
Honeywell
HON
$74.6B
$25.3M 0.18%
125,997
-3,269
-3% -$594K
LLY icon
110
Eli Lilly
LLY
$1.09T
$24.6M 0.17%
145,678
-3,840
-3% -$573K
DHR icon
111
Danaher
DHR
$145B
$24M 0.17%
121,839
-3,009
-2% -$603K
BMY icon
112
Bristol-Myers Squibb
BMY
$130B
$23.6M 0.17%
381,270
-11,510
-3% -$708K
LIN icon
113
Linde
LIN
$221B
$23.4M 0.16%
88,894
-2,274
-2% -$558K
KL
114
DELISTED
Kirkland Lake Gold Ltd Ordinary
KL
$23.2M 0.16%
561,008
-667,980
-54% -$29.6M
SCHW
115
Charles Schwab
SCHW
$189B
$23.2M 0.16%
436,593
+57,671
+15% +$2.61M
CI icon
116
Cigna
CI
$73.3B
$23M 0.16%
110,322
-1,887
-2% -$370K
AMGN icon
117
Amgen
AMGN
$225B
$22.8M 0.16%
99,076
-3,005
-3% -$693K
TMUS icon
118
T-Mobile US
TMUS
$190B
$22.5M 0.16%
166,912
+16,658
+11% +$2.06M
ORCL icon
119
Oracle
ORCL
$442B
$21.8M 0.15%
337,409
-18,421
-5% -$1.1M
PM icon
120
Philip Morris
PM
$290B
$21.8M 0.15%
263,511
-6,792
-3% -$529K
C icon
121
Citigroup
C
$231B
$21.7M 0.15%
352,280
-9,214
-3% -$468K
SBUX icon
122
Starbucks
SBUX
$124B
$21.2M 0.15%
197,786
-4,986
-2% -$476K
LOW icon
123
Lowe's Companies
LOW
$121B
$20.5M 0.14%
127,860
-48,985
-28% -$7.96M
TECK icon
124
Teck Resources
TECK
$32.4B
$20.4M 0.14%
1,122,854
-75,855
-6% -$1.17M
WFC icon
125
Wells Fargo
WFC
$269B
$20M 0.14%
661,782
-14,350
-2% -$371K
3 4
5
6 7

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ASRS
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CM
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Macquarie Group
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CI
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EIP
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BBA
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FCM
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British Columbia Investment Management's Q4 2020 Portfolio in Review

As of Q4 2020, British Columbia Investment Management held 839 positions worth $14.3B, up 17% from $12.2B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

British Columbia Investment Management deployed $555M of net new capital in Q4 2020, opening 29 new positions and adding to 116 existing holdings. Its largest new stake was State Street SPDR S&P 500 ETF Trust: 422,500 shares worth $158M.

By sector, the portfolio is most concentrated in Financials at 20% of assets, up from 19% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was Shopify, an estimated $66.6M trimmed.

  • British Columbia Investment Management's largest Q4 2020 buy was State Street SPDR S&P 500 ETF Trust: 422,500 shares worth $158M.
  • British Columbia Investment Management added most to TC Energy in Q4 2020, an estimated $96.6M increase.
  • British Columbia Investment Management's biggest Q4 2020 reduction was Shopify, cutting an estimated $66.6M.
  • British Columbia Investment Management fully exited iShares MSCI Europe Financials ETF in Q4 2020, selling an estimated $7.88M.
  • British Columbia Investment Management's ten largest holdings make up 22% of its $14.3B portfolio in Q4 2020.
  • British Columbia Investment Management opened 29 new positions and closed 20 in Q4 2020.
  • British Columbia Investment Management's portfolio value rose 17% quarter-over-quarter to $14.3B.

Based on British Columbia Investment Management's 13F filing for Q4 2020, filed 2 Feb 2021.