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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
+24.28%
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
$10.1B
AUM Growth
+$4.17B
Cap. Flow
+$2.8B
Cap. Flow %
27.85%
Top 10 Hldgs %
21.52%
Holding
854
New
41
Increased
702
Reduced
50
Closed
56

Top Buys

Rank Stock Value
1
TD icon
Toronto Dominion Bank
TD
+$141M
2
RY icon
Royal Bank of Canada
RY
+$86.8M
3
MSFT icon
Microsoft
MSFT
+$80.7M
4
SHOP icon
Shopify
SHOP
+$75.4M
5
AAPL icon
Apple
AAPL
+$66.9M

Top Sells

Rank Stock Value
1
IWM icon
iShares Russell 2000 ETF
IWM
+$68.4M
2
PTC icon
PTC
PTC
+$21.1M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$19.4M
4
TPIC
TPI Composites
TPIC
+$17.8M
5
IT icon
Gartner
IT
+$14.1M

Sector Composition

Rank Sector Weight
1 Financials 18.46%
2 Technology 18.23%
3 Healthcare 10.43%
4 Consumer Discretionary 9.84%
5 Industrials 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GE icon
201
GE Aerospace
GE
$379B
$9.57M 0.1%
281,010
+89,104
+46% +$3M
CL icon
202
Colgate-Palmolive
CL
$73.6B
$9.54M 0.09%
130,165
+40,994
+46% +$2.91M
IPAR icon
203
Interparfums
IPAR
$3.78B
$9.53M 0.09%
197,900
+96,800
+96% +$4.36M
HELE icon
204
Helen of Troy
HELE
$696M
$9.41M 0.09%
49,900
+33,600
+206% +$5.5M
FE icon
205
FirstEnergy
FE
$27.2B
$9.4M 0.09%
242,287
+183,189
+310% +$7.57M
DUK icon
206
Duke Energy
DUK
$96.3B
$9.38M 0.09%
117,460
+37,205
+46% +$3.14M
SSD icon
207
Simpson Manufacturing
SSD
$7.99B
$9.36M 0.09%
110,900
+26,200
+31% +$1.93M
ATVI
208
DELISTED
Activision Blizzard
ATVI
$9.34M 0.09%
123,111
+38,924
+46% +$2.72M
CME icon
209
CME Group
CME
$94.3B
$9.33M 0.09%
57,426
+18,174
+46% +$3.26M
MS icon
210
Morgan Stanley
MS
$342B
$9.28M 0.09%
192,209
+59,280
+45% +$2.49M
LECO icon
211
Lincoln Electric
LECO
$15.6B
$9.28M 0.09%
110,200
+36,000
+49% +$2.85M
BR icon
212
Broadridge
BR
$19.3B
$9.27M 0.09%
73,476
+60,933
+486% +$7.06M
MU icon
213
Micron Technology
MU
$1.03T
$9.17M 0.09%
178,013
+56,722
+47% +$2.67M
CB icon
214
Chubb
CB
$132B
$9.17M 0.09%
72,416
+22,779
+46% +$2.64M
AUY
215
DELISTED
Yamana Gold, Inc.
AUY
$9.14M 0.09%
1,682,095
+119,209
+8% +$570K
FISV
216
Fiserv Inc
FISV
$27.4B
$9.04M 0.09%
92,608
+29,315
+46% +$2.95M
ITW icon
217
Illinois Tool Works
ITW
$83.3B
$8.93M 0.09%
51,097
+15,902
+45% +$2.6M
AMAT icon
218
Applied Materials
AMAT
$435B
$8.9M 0.09%
147,156
+46,002
+45% +$2.48M
BOOT icon
219
Boot Barn
BOOT
$4.87B
$8.89M 0.09%
+412,510
New +$8.07M
RBA icon
220
RB Global
RBA
$16B
$8.82M 0.09%
216,588
+35,532
+20% +$1.45M
SO icon
221
Southern Company
SO
$106B
$8.76M 0.09%
168,936
+54,078
+47% +$3.01M
ZBRA icon
222
Zebra Technologies
ZBRA
$17.9B
$8.76M 0.09%
34,209
+17,290
+102% +$4.05M
ILMN icon
223
Illumina
ILMN
$29.1B
$8.72M 0.09%
24,216
+7,684
+46% +$2.47M
BAH icon
224
Booz Allen Hamilton
BAH
$9.43B
$8.72M 0.09%
112,069
+96,713
+630% +$7.31M
MRSH
225
Marsh
MRSH
$90.1B
$8.67M 0.09%
80,748
+25,486
+46% +$2.58M
7 8
9
10 11

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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 Q2 2020 Portfolio in Review

As of Q2 2020, British Columbia Investment Management held 854 positions worth $10.1B, up 71% from $5.9B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

British Columbia Investment Management deployed $2.8B of net new capital in Q2 2020, opening 41 new positions and adding to 702 existing holdings. Its largest new stake was iShares US Healthcare ETF: 265,000 shares worth $11.4M.

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

On the sell side, the largest reduction was iShares Russell 2000 ETF, an estimated $68.4M trimmed.

  • British Columbia Investment Management's largest Q2 2020 buy was iShares US Healthcare ETF: 265,000 shares worth $11.4M.
  • British Columbia Investment Management added most to Toronto Dominion Bank in Q2 2020, an estimated $141M increase.
  • British Columbia Investment Management's biggest Q2 2020 reduction was iShares Russell 2000 ETF, cutting an estimated $68.4M.
  • British Columbia Investment Management fully exited State Street SPDR S&P 500 ETF Trust in Q2 2020, selling an estimated $19.4M.
  • British Columbia Investment Management's ten largest holdings make up 22% of its $10.1B portfolio in Q2 2020.
  • British Columbia Investment Management opened 41 new positions and closed 56 in Q2 2020.
  • British Columbia Investment Management's portfolio value rose 71% quarter-over-quarter to $10.1B.

Based on British Columbia Investment Management's 13F filing for Q2 2020, filed 12 Aug 2020.