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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
+8.82%
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
$13.4B
AUM Growth
+$3.12B
Cap. Flow
+$2.23B
Cap. Flow %
16.57%
Top 10 Hldgs %
21.06%
Holding
848
New
62
Increased
545
Reduced
201
Closed
25

Top Buys

Rank Stock Value
1
AGN
Allergan plc
AGN
+$222M
2
BA icon
Boeing
BA
+$204M
3
C icon
Citigroup
C
+$195M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$164M
5
AMZN icon
Amazon
AMZN
+$150M

Top Sells

Rank Stock Value
1
ENB icon
Enbridge
ENB
+$50.3M
2
PG icon
Procter & Gamble
PG
+$25.2M
3
CELG
Celgene Corp
CELG
+$20.8M
4
MRK icon
Merck
MRK
+$18M
5
XYL icon
Xylem
XYL
+$17.5M

Sector Composition

Rank Sector Weight
1 Financials 20.98%
2 Technology 15.38%
3 Healthcare 10.98%
4 Industrials 10.85%
5 Consumer Discretionary 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CB icon
151
Chubb
CB
$132B
$16.7M 0.12%
107,545
+57
+0.1% +$8.72K
SYK icon
152
Stryker
SYK
$133B
$16.7M 0.12%
79,450
-8,163
-9% -$1.69M
CVE icon
153
Cenovus Energy
CVE
$55.6B
$16.1M 0.12%
1,583,136
+494,285
+45% +$4.48M
ISRG icon
154
Intuitive Surgical
ISRG
$142B
$16.1M 0.12%
81,588
-10,905
-12% -$2.04M
INTU icon
155
Intuit
INTU
$91.6B
$16.1M 0.12%
61,370
-26,178
-30% -$6.85M
D icon
156
Dominion Energy
D
$59.8B
$16.1M 0.12%
193,950
+10,744
+6% +$878K
BIDU icon
157
Baidu
BIDU
$35.6B
$15.9M 0.12%
125,950
+3,500
+3% +$398K
SPGI icon
158
S&P Global
SPGI
$121B
$15.9M 0.12%
58,119
+1,499
+3% +$389K
FISV
159
Fiserv Inc
FISV
$27.4B
$15.8M 0.12%
136,330
+45,374
+50% +$5.01M
SO icon
160
Southern Company
SO
$106B
$15.7M 0.12%
246,648
-109,234
-31% -$6.77M
DUK icon
161
Duke Energy
DUK
$96.3B
$15.7M 0.12%
171,930
+71,067
+70% +$6.52M
TECK icon
162
Teck Resources
TECK
$32.4B
$15.5M 0.12%
893,792
+179,498
+25% +$2.93M
TGT icon
163
Target
TGT
$69.9B
$15.5M 0.12%
120,565
+50,249
+71% +$5.9M
BHC icon
164
Bausch Health
BHC
$2.32B
$15.3M 0.11%
509,974
+111,418
+28% +$2.9M
IYW icon
165
iShares US Technology ETF
IYW
$25.4B
$15.1M 0.11%
+259,600
New +$14.1M
MS icon
166
Morgan Stanley
MS
$342B
$15M 0.11%
292,507
+118,652
+68% +$5.62M
ZTS icon
167
Zoetis
ZTS
$30.4B
$14.9M 0.11%
112,690
+2,782
+3% +$346K
BSX icon
168
Boston Scientific
BSX
$74.5B
$14.9M 0.11%
328,706
+137,664
+72% +$5.76M
BIP icon
169
Brookfield Infrastructure Partners
BIP
$18.2B
$14.8M 0.11%
498,859
+201,086
+68% +$6.02M
AQN icon
170
Algonquin Power & Utilities
AQN
$4.44B
$14.8M 0.11%
1,043,206
+363,523
+53% +$5.04M
AWK icon
171
American Water Works
AWK
$26.8B
$14.5M 0.11%
117,908
-61,704
-34% -$7.48M
RTN
172
DELISTED
Raytheon Company
RTN
$14.4M 0.11%
65,726
+9,036
+16% +$1.91M
MU icon
173
Micron Technology
MU
$1.03T
$14M 0.1%
260,469
-76,814
-23% -$3.67M
CCI icon
174
Crown Castle
CCI
$31.5B
$13.9M 0.1%
98,107
+41,004
+72% +$5.59M
BLK icon
175
Blackrock
BLK
$180B
$13.8M 0.1%
27,355
+862
+3% +$409K
5 6
7
8 9

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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 2019 Portfolio in Review

As of Q4 2019, British Columbia Investment Management held 848 positions worth $13.4B, up 30% from $10.3B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

British Columbia Investment Management deployed $2.23B of net new capital in Q4 2019, opening 62 new positions and adding to 545 existing holdings. Its largest new stake was iShares Russell 2000 ETF: 583,000 shares worth $96.6M.

By sector, the portfolio is most concentrated in Financials at 21% of assets, up from 20% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was Enbridge, an estimated $50.3M trimmed.

  • British Columbia Investment Management's largest Q4 2019 buy was iShares Russell 2000 ETF: 583,000 shares worth $96.6M.
  • British Columbia Investment Management added most to Allergan plc in Q4 2019, an estimated $222M increase.
  • British Columbia Investment Management's biggest Q4 2019 reduction was Enbridge, cutting an estimated $50.3M.
  • British Columbia Investment Management fully exited Celgene Corp in Q4 2019, selling an estimated $20.8M.
  • British Columbia Investment Management's ten largest holdings make up 21% of its $13.4B portfolio in Q4 2019.
  • British Columbia Investment Management opened 62 new positions and closed 25 in Q4 2019.
  • British Columbia Investment Management's portfolio value rose 30% quarter-over-quarter to $13.4B.

Based on British Columbia Investment Management's 13F filing for Q4 2019, filed 12 Feb 2020.