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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
+9.8%
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
$12.2B
AUM Growth
+$2.11B
Cap. Flow
+$1.28B
Cap. Flow %
10.51%
Top 10 Hldgs %
23.05%
Holding
816
New
18
Increased
702
Reduced
62
Closed
6

Top Buys

Rank Stock Value
1
TD icon
Toronto Dominion Bank
TD
+$146M
2
TRP icon
TC Energy
TRP
+$72.1M
3
SHOP icon
Shopify
SHOP
+$69.3M
4
RY icon
Royal Bank of Canada
RY
+$57.2M
5
NTR icon
Nutrien
NTR
+$41.8M

Top Sells

Rank Stock Value
1
TT icon
Trane Technologies
TT
+$29.6M
2
AQUA
Evoqua Water Technologies Corp. Common Stock
AQUA
+$28.2M
3
IYW icon
iShares US Technology ETF
IYW
+$21.5M
4
CERN
Cerner Corp
CERN
+$20.8M
5
PBA icon
Pembina Pipeline
PBA
+$15.1M

Sector Composition

Rank Sector Weight
1 Technology 19.04%
2 Financials 18.81%
3 Consumer Discretionary 10.6%
4 Healthcare 10.04%
5 Industrials 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ODFL icon
176
Old Dominion Freight Line
ODFL
$44.1B
$12.2M 0.1%
134,932
-26,918
-17% -$2.53M
CCI icon
177
Crown Castle
CCI
$31.5B
$12M 0.1%
72,366
+5,740
+9% +$947K
AXP icon
178
American Express
AXP
$232B
$11.9M 0.1%
118,812
+8,749
+8% +$861K
AZO icon
179
AutoZone
AZO
$49.7B
$11.9M 0.1%
10,094
+268
+3% +$317K
ELV icon
180
Elevance Health
ELV
$86.6B
$11.8M 0.1%
43,778
+3,343
+8% +$900K
BDX icon
181
Becton Dickinson
BDX
$50B
$11.7M 0.1%
51,577
+7,037
+16% +$1.73M
EQIX icon
182
Equinix
EQIX
$105B
$11.7M 0.1%
15,370
+1,678
+12% +$1.27M
TJX icon
183
TJX Companies
TJX
$169B
$11.6M 0.1%
208,003
+15,198
+8% +$819K
NEO icon
184
NeoGenomics
NEO
$2.11B
$11.5M 0.09%
311,900
-51,300
-14% -$1.91M
D icon
185
Dominion Energy
D
$59.8B
$11.5M 0.09%
145,730
+11,443
+9% +$899K
INDB icon
186
Independent Bank
INDB
$4.04B
$11.4M 0.09%
218,470
+41,500
+23% +$2.58M
DE icon
187
Deere & Co
DE
$167B
$11.4M 0.09%
51,610
+3,867
+8% +$747K
TXNM
188
TXNM Energy Inc
TXNM
$5.91B
$11.4M 0.09%
276,400
+154,300
+126% +$6.44M
GS icon
189
Goldman Sachs
GS
$302B
$11.4M 0.09%
56,728
+4,105
+8% +$835K
IYW icon
190
iShares US Technology ETF
IYW
$25.4B
$11.4M 0.09%
151,000
-294,000
-66% -$21.5M
DUK icon
191
Duke Energy
DUK
$96.3B
$11.3M 0.09%
127,602
+10,142
+9% +$836K
HAE icon
192
Haemonetics
HAE
$4.16B
$11.3M 0.09%
129,000
– –
BAH icon
193
Booz Allen Hamilton
BAH
$9.43B
$11.2M 0.09%
135,523
+23,454
+21% +$1.92M
CASY icon
194
Casey's General Stores
CASY
$31B
$11.2M 0.09%
63,100
+18,000
+40% +$3.04M
LHX icon
195
L3Harris
LHX
$54.1B
$11.1M 0.09%
65,126
+1,014
+2% +$178K
TNDM icon
196
Tandem Diabetes Care
TNDM
$1.63B
$11.1M 0.09%
+97,420
New +$10.2M
CL icon
197
Colgate-Palmolive
CL
$73.6B
$10.9M 0.09%
141,293
+11,128
+9% +$848K
FDX icon
198
FedEx
FDX
$77.3B
$10.8M 0.09%
43,095
+3,343
+8% +$669K
ATVI
199
DELISTED
Activision Blizzard
ATVI
$10.8M 0.09%
133,790
+10,679
+9% +$866K
IPGP icon
200
IPG Photonics
IPGP
$3.71B
$10.8M 0.09%
63,653
+57,702
+970% +$9.52M
6 7
8
9 10

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PP
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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 Q3 2020 Portfolio in Review

As of Q3 2020, British Columbia Investment Management held 816 positions worth $12.2B, up 21% from $10.1B the previous quarter. Its ten largest holdings account for 23% of the portfolio.

British Columbia Investment Management deployed $1.28B of net new capital in Q3 2020, opening 18 new positions and adding to 702 existing holdings. Its largest new stake was Tandem Diabetes Care: 97,420 shares worth $11.1M.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 18% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Trane Technologies, an estimated $29.6M trimmed.

  • British Columbia Investment Management's largest Q3 2020 buy was Tandem Diabetes Care: 97,420 shares worth $11.1M.
  • British Columbia Investment Management added most to Toronto Dominion Bank in Q3 2020, an estimated $146M increase.
  • British Columbia Investment Management's biggest Q3 2020 reduction was Trane Technologies, cutting an estimated $29.6M.
  • British Columbia Investment Management fully exited State Street Financial Select Sector SPDR ETF in Q3 2020, selling an estimated $15M.
  • British Columbia Investment Management's ten largest holdings make up 23% of its $12.2B portfolio in Q3 2020.
  • British Columbia Investment Management opened 18 new positions and closed 6 in Q3 2020.
  • British Columbia Investment Management's portfolio value rose 21% quarter-over-quarter to $12.2B.

Based on British Columbia Investment Management's 13F filing for Q3 2020, filed 10 Nov 2020.