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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
+9.39%
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
MSFT icon
1
Microsoft
MSFT
$3.78T
$818M 5.65%
1,943,799
-39
-0% -$15.8K
TD icon
2
Toronto Dominion Bank
TD
$201B
$761M 5.26%
12,607,695
+7,686,856
+156% +$464M
NVDA icon
3
NVIDIA
NVDA
$5.27T
$555M 3.83%
6,137,540
+261,750
+4% +$19M
HYG icon
4
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$518M 3.58%
6,661,618
– –
RY icon
5
Royal Bank of Canada
RY
$295B
$509M 3.52%
5,044,405
+2,800,649
+125% +$276M
AMZN icon
6
Amazon
AMZN
$2.99T
$473M 3.27%
2,622,165
-103,679
-4% -$17.3M
AAPL icon
7
Apple
AAPL
$4.47T
$302M 2.09%
1,761,574
-37,750
-2% -$6.86M
UNH icon
8
UnitedHealth
UNH
$374B
$282M 1.95%
570,467
+62,219
+12% +$31.6M
META icon
9
Meta Platforms (Facebook)
META
$1.51T
$250M 1.73%
515,354
+95,003
+23% +$42.4M
CM icon
10
Canadian Imperial Bank of Commerce
CM
$109B
$221M 1.52%
4,348,702
+1,036,690
+31% +$49M
BMO icon
11
Bank of Montreal
BMO
$128B
$199M 1.37%
2,035,244
+282,340
+16% +$26.7M
MA icon
12
Mastercard
MA
$491B
$190M 1.31%
395,146
-62,355
-14% -$28.5M
SHOP icon
13
Shopify
SHOP
$198B
$175M 1.21%
2,269,080
+470,846
+26% +$37.2M
GOOGL icon
14
Alphabet (Google) Class A
GOOGL
$4.34T
$171M 1.18%
1,133,352
+92,980
+9% +$13.3M
RCI icon
15
Rogers Communications
RCI
$18.6B
$165M 1.14%
4,017,811
+1,534,347
+62% +$69.4M
BEP icon
16
Brookfield Renewable
BEP
$9.89B
$152M 1.05%
6,540,048
+5,582,398
+583% +$136M
SLF icon
17
Sun Life Financial
SLF
$45.6B
$133M 0.92%
2,428,444
+519,118
+27% +$27.5M
BIP icon
18
Brookfield Infrastructure Partners
BIP
$17.7B
$127M 0.88%
4,055,545
+2,869,391
+242% +$87M
V icon
19
Visa
V
$671B
$125M 0.86%
448,125
+41,164
+10% +$11.4M
AVGO icon
20
Broadcom
AVGO
$2.01T
$123M 0.85%
930,960
+99,470
+12% +$12.3M
TECK icon
21
Teck Resources
TECK
$33B
$113M 0.78%
2,467,321
+1,872,347
+315% +$75.2M
NOW icon
22
ServiceNow
NOW
$132B
$113M 0.78%
740,955
-21,960
-3% -$3.33M
ORCL icon
23
Oracle
ORCL
$432B
$113M 0.78%
896,727
-5,930
-0.7% -$679K
NKE icon
24
Nike
NKE
$62.2B
$109M 0.76%
1,164,554
+110,022
+10% +$11.2M
FIS icon
25
Fidelity National Information Services
FIS
$21.9B
$108M 0.74%
1,449,409
-386,082
-21% -$25.1M
1
2 3 4 5

Similar funds

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
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

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.