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Korea Investment Corp

Korea Investment Corp Portfolio holdings

AUM $48.3B
1-Year Est. Return 31.57%
This Fund
S&P 500
This Quarter Est. Return
+4.71%
1 Year Est. Return
+31.57%
3 Year Est. Return
+108.38%
5 Year Est. Return
+144.09%
10 Year Est. Return
+570.78%
AUM
$42.2B
AUM Growth
+$41.4M
Cap. Flow
-$918M
Cap. Flow %
-2.18%
Top 10 Hldgs %
33.64%
Holding
739
New
6
Increased
348
Reduced
329
Closed
13

Top Buys

Rank Stock Value
1
WFC icon
Wells Fargo
WFC
+$78.5M
2
SPOT icon
Spotify
SPOT
+$50.1M
3
AAPL icon
Apple
AAPL
+$45.3M
4
GS icon
Goldman Sachs
GS
+$43.9M
5
CMCSA icon
Comcast
CMCSA
+$42.5M

Top Sells

Rank Stock Value
1
NFLX icon
Netflix
NFLX
+$81M
2
NVDA icon
NVIDIA
NVDA
+$79M
3
KKR icon
KKR & Co
KKR
+$71.9M
4
GEV icon
GE Vernova
GEV
+$69.3M
5
MSFT icon
Microsoft
MSFT
+$68.3M

Sector Composition

Rank Sector Weight
1 Technology 31.73%
2 Financials 13.6%
3 Consumer Discretionary 11.47%
4 Healthcare 9.57%
5 Communication Services 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WFC icon
26
Wells Fargo
WFC
$264B
$231M 0.55%
3,286,809
+1,150,443
+54% +$78.5M
KO icon
27
Coca-Cola
KO
$375B
$221M 0.52%
3,545,211
+128,896
+4% +$8.41M
ORCL icon
28
Oracle
ORCL
$423B
$209M 0.5%
1,253,272
+32,160
+3% +$5.71M
MRK icon
29
Merck
MRK
$318B
$198M 0.47%
1,995,350
-19,801
-1% -$2.04M
IVV icon
30
iShares Core S&P 500 ETF
IVV
$904B
$193M 0.46%
328,512
+24,935
+8% +$14.8M
AXP icon
31
American Express
AXP
$230B
$192M 0.46%
648,184
-25,842
-4% -$7.42M
CVX icon
32
Chevron
CVX
$366B
$179M 0.42%
1,234,843
+92,589
+8% +$14.2M
CSCO icon
33
Cisco
CSCO
$479B
$176M 0.42%
2,967,579
-74,604
-2% -$4.26M
C icon
34
Citigroup
C
$226B
$173M 0.41%
2,458,805
+66,971
+3% +$4.51M
NOW icon
35
ServiceNow
NOW
$129B
$173M 0.41%
816,045
-22,715
-3% -$4.6M
TMO icon
36
Thermo Fisher Scientific
TMO
$220B
$171M 0.41%
328,733
-31,544
-9% -$17.3M
BKNG icon
37
Booking.com
BKNG
$161B
$169M 0.4%
850,125
-64,400
-7% -$12.4M
ACN icon
38
Accenture
ACN
$108B
$163M 0.39%
464,105
-20,416
-4% -$7.35M
ISRG icon
39
Intuitive Surgical
ISRG
$134B
$158M 0.37%
301,911
-31,706
-10% -$16.5M
ADBE icon
40
Adobe
ADBE
$105B
$156M 0.37%
351,640
-8,555
-2% -$4.24M
MCD icon
41
McDonald's
MCD
$195B
$152M 0.36%
525,359
-34,946
-6% -$10.4M
PEP icon
42
PepsiCo
PEP
$190B
$152M 0.36%
996,931
-19,522
-2% -$3.2M
ABT icon
43
Abbott
ABT
$187B
$150M 0.36%
1,327,626
+61,577
+5% +$7.12M
LIN icon
44
Linde
LIN
$226B
$145M 0.34%
347,057
+73,423
+27% +$33.5M
DIS icon
45
Walt Disney
DIS
$181B
$144M 0.34%
1,290,960
-53,487
-4% -$5.62M
VOO icon
46
Vanguard S&P 500 ETF
VOO
$1.03T
$136M 0.32%
252,398
– –
PM icon
47
Philip Morris
PM
$295B
$136M 0.32%
1,129,983
-57,434
-5% -$7.25M
GE icon
48
GE Aerospace
GE
$384B
$135M 0.32%
810,991
-163,182
-17% -$29.1M
QCOM icon
49
Qualcomm
QCOM
$176B
$135M 0.32%
877,616
-109,849
-11% -$18M
BLK icon
50
Blackrock
BLK
$176B
$133M 0.32%
129,869
-12,043
-8% -$12.2M
1
2
3 4 5

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Korea Investment Corp's Q4 2024 Portfolio in Review

As of Q4 2024, Korea Investment Corp held 739 positions worth $42.2B, up 0.1% from $42.1B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Trading was light in Q4 2024: portfolio turnover was 2.6%. Korea Investment Corp opened 6 new positions and exited 13, leaving the 739-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 31% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Korea Investment Corp's largest Q4 2024 buy was Spotify: 116,915 shares worth $52.3M.
  • Korea Investment Corp added most to Wells Fargo in Q4 2024, an estimated $78.5M increase.
  • Korea Investment Corp's biggest Q4 2024 reduction was Netflix, cutting an estimated $81M.
  • Korea Investment Corp fully exited Marathon Oil Corporation in Q4 2024, selling an estimated $31.1M.
  • Korea Investment Corp's ten largest holdings make up 34% of its $42.2B portfolio in Q4 2024.
  • Korea Investment Corp opened 6 new positions and closed 13 in Q4 2024.
  • Korea Investment Corp's portfolio value rose 0.1% quarter-over-quarter to $42.2B.

Based on Korea Investment Corp's 13F filing for Q4 2024, filed 12 Feb 2025.