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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
ICE icon
176
Intercontinental Exchange
ICE
$85B
$15.4M 0.09%
95,703
-13,978
-13% -$2.16M
SHW icon
177
Sherwin-Williams
SHW
$87.4B
$15.3M 0.09%
40,194
-6,039
-13% -$2.11M
SU icon
178
Suncor Energy
SU
$74.7B
$15.1M 0.09%
408,634
+228,861
+127% +$8.84M
EDU icon
179
New Oriental
EDU
$8.49B
$14.9M 0.09%
196,500
– –
ZTS icon
180
Zoetis
ZTS
$30.4B
$14.9M 0.09%
76,137
-11,565
-13% -$2.13M
DUK icon
181
Duke Energy
DUK
$96.3B
$14.8M 0.09%
128,782
-18,979
-13% -$2.11M
TEAM icon
182
Atlassian
TEAM
$39.4B
$14.8M 0.09%
93,414
+63,279
+210% +$10.4M
BA icon
183
Boeing
BA
$183B
$14.8M 0.09%
97,563
-13,460
-12% -$2.31M
TT icon
184
Trane Technologies
TT
$105B
$14.7M 0.09%
37,770
-5,725
-13% -$1.99M
MO icon
185
Altria Group
MO
$107B
$14.6M 0.09%
286,576
-42,412
-13% -$2.14M
ASO icon
186
Academy Sports + Outdoors
ASO
$3.05B
$14.3M 0.09%
244,749
+76,859
+46% +$4.19M
XP icon
187
XP
XP
$7.98B
$14.1M 0.08%
+784,900
New +$14.3M
EQIX icon
188
Equinix
EQIX
$105B
$14.1M 0.08%
15,835
-2,342
-13% -$1.92M
CEG icon
189
Constellation Energy
CEG
$98.7B
$13.7M 0.08%
52,596
-7,761
-13% -$1.54M
KKR icon
190
KKR & Co
KKR
$99.5B
$13.5M 0.08%
103,657
-15,000
-13% -$1.77M
CL icon
191
Colgate-Palmolive
CL
$73.6B
$13.5M 0.08%
130,054
-19,733
-13% -$2.01M
TDG icon
192
TransDigm Group
TDG
$68.3B
$13.3M 0.08%
9,337
-1,314
-12% -$1.71M
HCA icon
193
HCA Healthcare
HCA
$89.8B
$13.3M 0.08%
32,778
-5,216
-14% -$1.91M
CME icon
194
CME Group
CME
$94.3B
$13.3M 0.08%
60,079
-8,882
-13% -$1.84M
CMG icon
195
Chipotle Mexican Grill
CMG
$41.3B
$13.2M 0.08%
229,159
-34,995
-13% -$1.94M
CVS icon
196
CVS Health
CVS
$121B
$13.2M 0.08%
209,474
-31,582
-13% -$1.84M
APH icon
197
Amphenol
APH
$210B
$13.1M 0.08%
200,417
-30,027
-13% -$1.95M
ITW icon
198
Illinois Tool Works
ITW
$83.3B
$13M 0.08%
49,791
-7,438
-13% -$1.83M
MCO icon
199
Moody's
MCO
$82.8B
$13M 0.08%
27,423
-4,046
-13% -$1.88M
SNPS icon
200
Synopsys
SNPS
$79B
$12.9M 0.08%
25,566
-3,655
-13% -$1.96M
6 7
8
9 10

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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.