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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
+8.49%
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
$16.7B
AUM Growth
+$92.1M
Cap. Flow
-$1.05B
Cap. Flow %
-6.29%
Top 10 Hldgs %
30.72%
Holding
744
New
11
Increased
58
Reduced
648
Closed
18

Top Buys

Rank Stock Value
1
BNS icon
Scotiabank
BNS
+$192M
2
WCN
Waste Connections
WCN
+$185M
3
ENB icon
Enbridge
ENB
+$173M
4
CNQ icon
Canadian Natural Resources
CNQ
+$115M
5
WPM icon
Wheaton Precious Metals
WPM
+$70.3M

Top Sells

Rank Stock Value
1
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$181M
2
BMO icon
Bank of Montreal
BMO
+$143M
3
CM icon
Canadian Imperial Bank of Commerce
CM
+$98.8M
4
NVDA icon
NVIDIA
NVDA
+$87.6M
5
RY icon
Royal Bank of Canada
RY
+$76.2M

Sector Composition

Rank Sector Weight
1 Technology 24.36%
2 Financials 22.11%
3 Industrials 10.75%
4 Healthcare 7.79%
5 Consumer Discretionary 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAT icon
101
Caterpillar
CAT
$393B
$31.9M 0.19%
81,601
-14,048
-15% -$4.85M
QCOM icon
102
Qualcomm
QCOM
$171B
$31.7M 0.19%
186,208
-27,547
-13% -$4.86M
VZ icon
103
Verizon
VZ
$195B
$31.5M 0.19%
702,327
-102,937
-13% -$4.3M
PM icon
104
Philip Morris
PM
$290B
$31.5M 0.19%
259,382
-37,966
-13% -$4.41M
TXN icon
105
Texas Instruments
TXN
$253B
$31.4M 0.19%
151,917
-22,393
-13% -$4.5M
DHR icon
106
Danaher
DHR
$145B
$30.9M 0.19%
111,229
-23,523
-17% -$6.23M
ATI icon
107
ATI
ATI
$31.4B
$30.2M 0.18%
451,982
+289,229
+178% +$18M
DIS icon
108
Walt Disney
DIS
$178B
$29.3M 0.18%
304,190
-47,154
-13% -$4.34M
ISRG icon
109
Intuitive Surgical
ISRG
$142B
$29.1M 0.17%
59,183
-8,708
-13% -$4.05M
AMGN icon
110
Amgen
AMGN
$225B
$28.8M 0.17%
89,506
-13,143
-13% -$4.3M
EME icon
111
Emcor
EME
$36.8B
$28.5M 0.17%
66,219
-33,595
-34% -$12.7M
AMAT icon
112
Applied Materials
AMAT
$435B
$27.9M 0.17%
138,157
-20,988
-13% -$4.3M
AZO icon
113
AutoZone
AZO
$49.7B
$27.6M 0.17%
8,751
-463
-5% -$1.42M
AKAM icon
114
Akamai
AKAM
$17.6B
$27.5M 0.17%
272,773
-3,610
-1% -$352K
PFE icon
115
Pfizer
PFE
$150B
$27.4M 0.16%
945,490
-136,065
-13% -$3.97M
CMCSA icon
116
Comcast
CMCSA
$90.4B
$27.3M 0.16%
653,127
-106,022
-14% -$4.19M
EIX icon
117
Edison International
EIX
$26.7B
$26.9M 0.16%
309,186
-9,486
-3% -$770K
RTX icon
118
RTX Corp
RTX
$300B
$26.9M 0.16%
221,838
-32,836
-13% -$3.74M
GS icon
119
Goldman Sachs
GS
$302B
$26.6M 0.16%
53,808
-8,353
-13% -$4.09M
PANW icon
120
Palo Alto Networks
PANW
$315B
$26.2M 0.16%
153,602
-50,470
-25% -$8.49M
AXP icon
121
American Express
AXP
$232B
$26M 0.16%
96,052
-14,287
-13% -$3.56M
TFPM icon
122
Triple Flag Precious Metals
TFPM
$6.64B
$25.8M 0.16%
1,595,829
+242,906
+18% +$3.88M
LOW icon
123
Lowe's Companies
LOW
$121B
$25.8M 0.15%
95,081
-14,516
-13% -$3.52M
PGR icon
124
Progressive
PGR
$121B
$24.8M 0.15%
97,728
-14,451
-13% -$3.36M
BN icon
125
Brookfield
BN
$110B
$24.6M 0.15%
694,688
+395,063
+132% +$12.5M
3 4
5
6 7

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EIP
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BBA
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British Columbia Investment Management's Q3 2024 Portfolio in Review

As of Q3 2024, British Columbia Investment Management held 744 positions worth $16.7B, up 0.56% from $16.6B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

British Columbia Investment Management withdrew a net $1.05B in Q3 2024, closing 18 positions and reducing 648 holdings. Its most notable exit was Callaway Golf Company, an estimated $13.4M position sold in full.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 26% a quarter earlier, followed by Financials and Industrials.

Against the trend, British Columbia Investment Management opened a new position in Saia worth $23M.

  • British Columbia Investment Management's largest Q3 2024 buy was Saia: 52,552 shares worth $23M.
  • British Columbia Investment Management added most to Scotiabank in Q3 2024, an estimated $192M increase.
  • British Columbia Investment Management's biggest Q3 2024 reduction was iShares iBoxx $ High Yield Corporate Bond ETF, cutting an estimated $181M.
  • British Columbia Investment Management fully exited Callaway Golf Company in Q3 2024, selling an estimated $13.4M.
  • British Columbia Investment Management's ten largest holdings make up 31% of its $16.7B portfolio in Q3 2024.
  • British Columbia Investment Management opened 11 new positions and closed 18 in Q3 2024.
  • British Columbia Investment Management's portfolio value rose 0.56% quarter-over-quarter to $16.7B.

Based on British Columbia Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.