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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
INTU icon
51
Intuit
INTU
$91.5B
$133M 0.32%
211,704
-13,951
-6% -$8.91M
CAT icon
52
Caterpillar
CAT
$385B
$133M 0.31%
365,449
-155,031
-30% -$60.1M
GS icon
53
Goldman Sachs
GS
$301B
$132M 0.31%
231,251
+78,635
+52% +$43.9M
RY icon
54
Royal Bank of Canada
RY
$293B
$131M 0.31%
1,084,662
-48,439
-4% -$5.98M
IBM icon
55
IBM
IBM
$223B
$129M 0.31%
587,299
-92,339
-14% -$20.6M
RTX icon
56
RTX Corp
RTX
$302B
$128M 0.3%
1,104,009
-12,796
-1% -$1.55M
TJX icon
57
TJX Companies
TJX
$175B
$127M 0.3%
1,047,985
-138,835
-12% -$16.6M
T icon
58
AT&T
T
$165B
$122M 0.29%
5,369,334
+798,622
+17% +$18M
NEE icon
59
NextEra Energy
NEE
$177B
$122M 0.29%
1,697,838
+92,175
+6% +$7.16M
BSX icon
60
Boston Scientific
BSX
$73.1B
$121M 0.29%
1,356,280
-40,946
-3% -$3.6M
VZ icon
61
Verizon
VZ
$195B
$120M 0.29%
3,010,706
-985,086
-25% -$41.6M
MS icon
62
Morgan Stanley
MS
$338B
$120M 0.29%
957,428
-262,031
-21% -$32.3M
TMUS icon
63
T-Mobile US
TMUS
$191B
$120M 0.28%
541,634
-74,367
-12% -$16.9M
PANW icon
64
Palo Alto Networks
PANW
$314B
$117M 0.28%
642,191
+128,883
+25% +$24.3M
ANET icon
65
Arista Networks
ANET
$242B
$117M 0.28%
1,054,460
-117,648
-10% -$12.1M
AMD icon
66
Advanced Micro Devices
AMD
$767B
$115M 0.27%
953,992
-111,988
-11% -$16.1M
DHR icon
67
Danaher
DHR
$147B
$115M 0.27%
500,750
+3,913
+0.8% +$962K
PFE icon
68
Pfizer
PFE
$154B
$113M 0.27%
4,276,631
+465,700
+12% +$12.6M
BMY icon
69
Bristol-Myers Squibb
BMY
$132B
$113M 0.27%
1,998,632
+9,567
+0.5% +$535K
PGR icon
70
Progressive
PGR
$124B
$111M 0.26%
461,896
-24,202
-5% -$6.09M
SYK icon
71
Stryker
SYK
$133B
$108M 0.26%
301,230
-35,230
-10% -$13.1M
PLTR icon
72
Palantir
PLTR
$421B
$108M 0.26%
1,432,742
+281,200
+24% +$16.4M
HON icon
73
Honeywell
HON
$77B
$108M 0.26%
508,893
-7,255
-1% -$1.51M
SHOP icon
74
Shopify
SHOP
$200B
$107M 0.25%
1,003,030
+6,014
+0.6% +$585K
SPGI icon
75
S&P Global
SPGI
$121B
$106M 0.25%
213,184
-131,278
-38% -$66.6M
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.