We are live on ! Find out more
BCIM

British Columbia Investment Management Portfolio holdings

AUM $17B
1-Year Est. Return 31.69%
This Fund
S&P 500
This Quarter Est. Return
+9.39%
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
$14.5B
AUM Growth
+$2.23B
Cap. Flow
+$1.27B
Cap. Flow %
8.8%
Top 10 Hldgs %
32.39%
Holding
803
New
20
Increased
627
Reduced
111
Closed
14

Top Buys

Rank Stock Value
1
TD icon
Toronto Dominion Bank
TD
+$464M
2
RY icon
Royal Bank of Canada
RY
+$276M
3
BEP icon
Brookfield Renewable
BEP
+$136M
4
BIP icon
Brookfield Infrastructure Partners
BIP
+$87M
5
TECK icon
Teck Resources
TECK
+$75.2M

Top Sells

Rank Stock Value
1
CNQ icon
Canadian Natural Resources
CNQ
+$120M
2
WCN
Waste Connections
WCN
+$96.8M
3
BCE icon
BCE
BCE
+$95.2M
4
BSX icon
Boston Scientific
BSX
+$73.2M
5
DHR icon
Danaher
DHR
+$57.5M

Sector Composition

Rank Sector Weight
1 Technology 24.82%
2 Financials 20.91%
3 Consumer Discretionary 9.14%
4 Industrials 8.82%
5 Healthcare 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SAND
126
DELISTED
Sandstorm Gold
SAND
$18.6M 0.13%
3,555,995
-138,885
-4% -$643K
AMGN icon
127
Amgen
AMGN
$225B
$18.2M 0.13%
64,112
+2,537
+4% +$742K
COP icon
128
ConocoPhillips
COP
$153B
$18.1M 0.13%
142,246
+4,391
+3% +$501K
XRT icon
129
State Street SPDR S&P Retail ETF
XRT
$639M
$18M 0.12%
227,563
-12,571
-5% -$917K
LOW icon
130
Lowe's Companies
LOW
$121B
$17.5M 0.12%
68,896
+2,463
+4% +$566K
UBER icon
131
Uber
UBER
$154B
$17.1M 0.12%
221,868
+10,139
+5% +$728K
PM icon
132
Philip Morris
PM
$290B
$17M 0.12%
185,970
+7,269
+4% +$670K
VMC icon
133
Vulcan Materials
VMC
$36.3B
$17M 0.12%
62,178
+46,887
+307% +$11.6M
BEKE icon
134
KE Holdings
BEKE
$19.2B
$17M 0.12%
1,235,250
+159,700
+15% +$2.23M
DDOG icon
135
Datadog
DDOG
$86.5B
$16.9M 0.12%
136,687
+5,146
+4% +$647K
ISRG icon
136
Intuitive Surgical
ISRG
$142B
$16.8M 0.12%
42,177
+1,733
+4% +$655K
RTX icon
137
RTX Corp
RTX
$300B
$16.8M 0.12%
172,253
+4,694
+3% +$424K
WPM icon
138
Wheaton Precious Metals
WPM
$61.3B
$16.8M 0.12%
355,879
-650,006
-65% -$29.4M
GS icon
139
Goldman Sachs
GS
$302B
$16.3M 0.11%
39,067
+1,114
+3% +$432K
VET icon
140
Vermilion Energy
VET
$1.73B
$16M 0.11%
1,285,760
+422,146
+49% +$4.73M
AXP icon
141
American Express
AXP
$232B
$15.9M 0.11%
69,840
-2,218
-3% -$460K
JD icon
142
JD.com
JD
$42.7B
$15.9M 0.11%
+580,000
New +$14.2M
MU icon
143
Micron Technology
MU
$1.03T
$15.6M 0.11%
132,242
+5,851
+5% +$530K
T icon
144
AT&T
T
$166B
$15.1M 0.1%
856,535
+33,622
+4% +$574K
ETN icon
145
Eaton
ETN
$179B
$15M 0.1%
47,834
+1,907
+4% +$521K
BLK icon
146
Blackrock
BLK
$180B
$14.9M 0.1%
17,821
+636
+4% +$511K
SYK icon
147
Stryker
SYK
$133B
$14.7M 0.1%
40,963
+1,619
+4% +$545K
ELV icon
148
Elevance Health
ELV
$86.6B
$14.6M 0.1%
28,147
+1,020
+4% +$507K
PGR icon
149
Progressive
PGR
$121B
$14.5M 0.1%
70,085
+2,702
+4% +$501K
C icon
150
Citigroup
C
$231B
$14.4M 0.1%
227,982
+6,285
+3% +$350K
4 5
6
7 8

Similar funds

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
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 2024 Portfolio in Review

As of Q1 2024, British Columbia Investment Management held 803 positions worth $14.5B, up 18% from $12.2B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

British Columbia Investment Management deployed $1.27B of net new capital in Q1 2024, opening 20 new positions and adding to 627 existing holdings. Its largest new stake was Coca-Cola Europacific Partners: 347,562 shares worth $24.3M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 25% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Canadian Natural Resources, an estimated $120M trimmed.

  • British Columbia Investment Management's largest Q1 2024 buy was Coca-Cola Europacific Partners: 347,562 shares worth $24.3M.
  • British Columbia Investment Management added most to Toronto Dominion Bank in Q1 2024, an estimated $464M increase.
  • British Columbia Investment Management's biggest Q1 2024 reduction was Canadian Natural Resources, cutting an estimated $120M.
  • British Columbia Investment Management fully exited iShares Russell 2000 ETF in Q1 2024, selling an estimated $12.1M.
  • British Columbia Investment Management's ten largest holdings make up 32% of its $14.5B portfolio in Q1 2024.
  • British Columbia Investment Management opened 20 new positions and closed 14 in Q1 2024.
  • British Columbia Investment Management's portfolio value rose 18% quarter-over-quarter to $14.5B.

Based on British Columbia Investment Management's 13F filing for Q1 2024, filed 15 May 2024.