— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp

Q2 2025 · Filed 2025-08-14
Market Value
$16.7B
+5.9%
Holdings
699
-15
New Purchases
11
Added To
71
Closed
39
Reduced
567
Top 10 Concentration
33.7%
Turnover
7.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
HYG 6.04% 3.18% +2.85% $1.0B
USHY 3.23% 0.54% +2.69% $540M
NVDA 4.92% 4.15% +0.77% $824M
BNS 0.95% 0.21% +0.74% $159M
JNK 0.71% 0.00% +0.71% $119M
AVGO 1.78% 1.30% +0.48% $297M
MSFT 5.12% 4.70% +0.42% $856M
SU 0.51% 0.20% +0.31% $85M
AEM 1.05% 0.76% +0.29% $176M
MCK 0.35% 0.10% +0.25% $59M
MFC 0.52% 0.28% +0.24% $87M
CCJ 0.28% 0.06% +0.22% $48M
SPY 0.19% 0.00% +0.19% $31M
EWJ 0.46% 0.29% +0.18% $78M
RY 2.23% 2.06% +0.17% $373M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 3.45% 4.62% -1.17% $577M
UNH 0.41% 1.43% -1.02% $68M
MA 0.43% 0.78% -0.35% $72M
CM 0.22% 0.55% -0.34% $36M
BRK-B 0.61% 0.86% -0.25% $103M
LLY 0.68% 0.90% -0.23% $113M
IMO 0.08% 0.30% -0.22% $13M
TMO 0.32% 0.54% -0.22% $54M
LIN 0.21% 0.42% -0.21% $35M
SHOP 1.56% 1.76% -0.20% $261M
XOM 0.44% 0.63% -0.19% $73M
V 1.00% 1.20% -0.19% $168M
FI 0.40% 0.57% -0.17% $66M
NEE 0.13% 0.30% -0.16% $23M
KRE 0.00% 0.14% -0.14% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 56 $6.8B 40.7%
Large Cap 545 $9.3B 55.6%
Mid Cap 89 $602M 3.6%
Small Cap 7 $9M 0.1%
Micro Cap 2 $595K 0.0%

Portfolio Analytics

Avg Market Cap
$112.4B
Median Market Cap
$30.3B
Avg P/E
32.8
Median P/E
24.3
Avg Dividend Yield
0.02%
Avg Beta
0.98
# Stocks
688
# ETFs / Funds
11

Top Holdings (699 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 HYG 6.04% 12,528,218 $1.0B $80.65 $507M +6,151,100 +96.5%
2 MSFT 5.12% 1,721,867 $856M $497.41 $114M -257,267 -13.0%
3 NVDA 4.92% 5,215,192 $824M $157.99 $168M -839,351 -13.9%
4 AAPL 3.45% 2,813,659 $577M $205.17 -$153M -473,163 -14.4%
5 USHY 3.23% 14,399,000 $540M $37.51 $455M +12,100,000 +526.3%
6 AMZN 2.99% 2,281,777 $501M $219.39 $9M -300,411 -11.6%
7 META 2.29% 518,250 $383M $738.09 $33M -88,685 -14.6%
8 RY 2.23% 2,825,848 $373M $131.88 $48M -60,166 -2.1%
9 AVGO 1.78% 1,078,722 $297M $275.65 $92M -147,865 -12.1%
10 GOOGL 1.62% 1,538,775 $271M $176.23 -$3M -236,347 -13.3%
11 TD 1.61% 3,656,147 $269M $73.60 $5M -751,126 -17.0%
12 SHOP 1.56% 2,265,068 $261M $115.41 -$17M -659,481 -22.6%
13 AEM 1.05% 1,475,116 $176M $119.22 $55M +361,634 +32.5%
14 V 1.00% 472,512 $168M $355.05 -$21M -66,223 -12.3%
15 BNS 0.95% 2,873,828 $159M $55.33 $126M +2,181,312 +315.0%
16 TSLA 0.94% 496,658 $158M $317.66 $9M -75,593 -13.2%
17 CNQ 0.85% 4,546,154 $143M $31.45 -$5M -256,305 -5.3%
18 GOOG 0.83% 779,429 $138M $177.39 -$11M -173,080 -18.2%
19 TRP 0.78% 2,670,923 $130M $48.85 $30M +549,880 +25.9%
20 JPM 0.76% 440,519 $128M $289.91 -$4M -97,898 -18.2%
21 WCN 0.76% 681,850 $127M $186.91 -$1M +22,433 +3.4%
22 JNK 0.71% 1,221,000 $119M $97.27 +1,221,000 NEW
23 LLY 0.68% 145,384 $113M $779.53 -$29M -27,369 -15.8%
24 CNI 0.65% 1,039,445 $108M $104.26 $18M +113,381 +12.2%
25 BAC 0.64% 2,274,099 $108M $47.32 -$882K -325,764 -12.5%
26 RYN 0.64% 4,842,552 $107M $22.18 -$10M +639,000 +15.2%
27 ENB 0.63% 2,324,038 $105M $45.38 $21M +413,408 +21.6%
28 BRK-B 0.61% 211,099 $103M $485.77 -$33M -43,419 -17.1%
29 FNV 0.60% 610,478 $100M $164.28 -$5M -61,670 -9.2%
30 WPM 0.60% 1,108,839 $100M $89.99 $6M -98,408 -8.2%
31 NFLX 0.57% 71,509 $96M $1,339.13 $20M -10,241 -12.5%
32 URI 0.57% 125,913 $95M $753.40 $14M -2,937 -2.3%
33 WMT 0.56% 966,401 $94M $97.78 -$4M -157,672 -14.0%
34 PBA 0.55% 2,428,317 $91M $37.57 $12M +436,032 +21.9%
35 INTU 0.54% 115,744 $91M $787.63 $14M -9,489 -7.6%
36 WFC 0.54% 1,131,781 $91M $80.12 $13M +48,206 +4.5%
37 MFC 0.52% 2,727,833 $87M $31.99 $43M +1,294,687 +90.3%
38 SU 0.51% 2,264,093 $85M $37.48 $53M +1,442,094 +175.4%
39 SLF 0.50% 1,259,892 $84M $66.58 $11M -8,475 -0.7%
40 BMO 0.49% 739,598 $82M $110.89 $22M +114,458 +18.3%
41 XLF 0.49% 1,556,964 $82M $52.37 $13M +175,945 +12.7%
42 ORCL 0.47% 357,540 $78M $218.63 $18M -72,130 -16.8%
43 EWJ 0.46% 1,037,186 $78M $74.97 $33M +378,947 +57.6%
44 BN 0.46% 1,244,218 $77M $61.93 -$3M -286,291 -18.7%
45 SPGI 0.45% 143,145 $75M $527.29 -$8M -21,475 -13.1%
46 AQN 0.45% 13,128,719 $75M $5.72 $8M -10,843 -0.1%
47 VRTX 0.44% 166,450 $74M $445.20 $2M +17,797 +12.0%
48 BIP 0.44% 2,191,946 $73M $33.52 $24M +536,030 +32.4%
49 XOM 0.44% 681,438 $73M $107.80 -$27M -159,098 -18.9%
50 FERG 0.44% 336,063 $73M $217.75 $18M -6,975 -2.0%
51 MA 0.43% 128,306 $72M $561.94 -$52M -97,290 -43.1%
52 COST 0.41% 69,901 $69M $989.94 -$11M -14,994 -17.7%
53 WM 0.41% 301,894 $69M $228.82 -$4M -13,460 -4.3%
54 UNH 0.41% 217,869 $68M $311.97 -$158M -213,450 -49.5%
55 CCEP 0.40% 719,682 $67M $92.73 $4M -280 -0.0%
56 FI 0.40% 385,088 $66M $172.41 -$23M -20,917 -5.2%
57 NOW 0.39% 64,002 $66M $1,028.08 $5M -12,148 -15.9%
58 TECK 0.39% 1,603,063 $65M $40.47 $19M +353,925 +28.3%
59 T 0.36% 2,072,261 $60M $28.94 -$5M -214,728 -9.4%
60 DIS 0.36% 481,667 $60M $124.01 $6M -61,513 -11.3%
61 MCK 0.35% 81,020 $59M $732.78 $43M +56,741 +233.7%
62 PG 0.35% 369,419 $59M $159.32 -$18M -80,968 -18.0%
63 SRE 0.35% 767,172 $58M $75.77 $5M +26,444 +3.6%
64 JNJ 0.35% 379,667 $58M $152.75 -$18M -80,777 -17.5%
65 HD 0.34% 156,592 $57M $366.64 -$12M -33,384 -17.6%
66 LAD 0.33% 164,000 $55M $337.82 $7M
67 A 0.33% 467,657 $55M $118.01 $13M +105,638 +29.2%
68 LNG 0.33% 224,858 $55M $243.53 $5M +7,581 +3.5%
69 CRM 0.33% 200,579 $55M $272.69 -$8M -31,616 -13.6%
70 TMO 0.32% 132,471 $54M $405.46 -$31M -37,958 -22.3%
71 ABBV 0.31% 278,699 $52M $185.62 -$19M -59,257 -17.5%
72 TMUS 0.30% 208,660 $50M $238.26 -$13M -28,012 -11.8%
73 CCJ 0.28% 639,953 $48M $74.31 $38M +397,919 +164.4%
74 AJG 0.28% 148,538 $48M $320.12 -$6M -7,538 -4.8%
75 PLTR 0.27% 337,479 $46M $136.32 $12M -64,917 -16.1%
76 KO 0.27% 644,120 $46M $70.75 -$10M -138,534 -17.7%
77 UBER 0.27% 485,890 $45M $93.30 $8M -21,637 -4.3%
78 PM 0.27% 245,222 $45M $182.13 -$3M -52,133 -17.5%
79 NTR 0.27% 764,018 $45M $58.31 $19M +247,391 +47.9%
80 EPAM 0.26% 247,093 $44M $176.82 -$8M -61,913 -20.0%
81 CSCO 0.26% 626,782 $43M $69.38 -$4M -134,897 -17.7%
82 GE 0.26% 168,031 $43M $257.39 $2M -38,951 -18.8%
83 IBM 0.26% 146,090 $43M $294.78 -$906K -30,741 -17.4%
84 APD 0.25% 151,107 $43M $282.06 -$10M -28,422 -15.8%
85 CLS 0.25% 270,145 $42M $156.34 $5M -205,294 -43.2%
86 TJX 0.24% 331,604 $41M $123.49 $15M +116,610 +54.2%
87 AMT 0.23% 175,480 $39M $221.02 $1M +2,277 +1.3%
88 DHR 0.23% 193,851 $38M $197.54 -$5M -18,826 -8.8%
89 CVX 0.22% 261,423 $37M $143.19 -$17M -65,073 -19.9%
90 ABT 0.22% 273,237 $37M $136.01 -$7M -58,463 -17.6%
91 ADI 0.22% 153,041 $36M $238.02 $2M -16,834 -9.9%
92 AMD 0.22% 255,961 $36M $141.90 -$3M -125,744 -32.9%
93 CM 0.22% 509,362 $36M $71.03 -$51M -1,048,030 -67.3%
94 LRCX 0.22% 371,139 $36M $97.34 $6M -44,103 -10.6%
95 ISRG 0.21% 64,642 $35M $543.41 -$3M -11,675 -15.3%
96 LIN 0.21% 74,508 $35M $469.18 -$32M -68,394 -47.9%
97 EXR 0.21% 235,390 $35M $147.44 -$1M -7,151 -3.0%
98 GS 0.21% 48,963 $35M $707.75 $2M -11,070 -18.4%
99 STE 0.20% 139,061 $33M $240.22 $2M +2,386 +1.8%
100 EMR 0.20% 247,664 $33M $133.33 -$3M -76,639 -23.6%

New Positions

SymbolValue% Port
JNK $119M 0.71%
SPY $31M 0.19%
REXR $25M 0.15%
XLB $24M 0.14%
B $19M 0.12%
EFA $9M 0.05%
PLNT $8M 0.05%
EMRAF $7M 0.04%
LINE $6M 0.04%
COLD $4M 0.03%
OR $3M 0.02%

Sold Out Positions

SymbolValue% Port
ALB —%
AIZ —%
EMN —%
ATI —%
BEN —%
SE —%
ALLY —%
BIO —%
MGM —%
RL —%
WLK —%
LUV —%
OVV —%
KMX —%
BLD —%
View SEC EDGAR Filings for BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms