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Latest Korea Investment CORP Stock Portfolio

Korea Investment CORP Performance:
2024 Q3: 3.68%YTD: 10.75%2023: 21.74%
Performance for 2024 Q3 is 3.68%, and YTD is 10.75%, and 2023 is 21.74%.

About Korea Investment CORP and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Korea Investment CORP reported an equity portfolio of $42.1 Billions as of 30 Sep, 2024.

The top stock holdings of Korea Investment CORP are AAPL, MSFT, NVDA. The fund has invested 6.3% of it's portfolio in APPLE INC and 5.7% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off TE CONNECTIVITY LTD (TEL), SUPER MICRO COMPUTER INC (SMCI) and FERGUSON PLC NEW (FERG) stocks. They significantly reduced their stock positions in SOUTHWEST AIRLS CO (LUV), CLEVELAND-CLIFFS INC NEW (CLF) and UIPATH INC (PATH). Korea Investment CORP opened new stock positions in TE CONNECTIVITY PLC, NU HLDGS LTD (NU) and XP INC (XP). The fund showed a lot of confidence in some stocks as they added substantially to MICROSTRATEGY INC (MSTR), BCE INC and TERADYNE INC (TER).

Korea Investment CORP Annual Return Estimates Vs S&P 500

Our best estimate is that Korea Investment CORP made a return of 3.68% in the last quarter. In trailing 12 months, it's portfolio return was 20.9%.

New Buys

Ticker$ Bought
te connectivity plc47,902,600
ferguson enterprises inc31,864,900
smurfit westrock plc27,024,600
nu hldgs ltd15,158,300
New stocks bought by Korea Investment CORP

Additions

Ticker% Inc.
teradyne inc879
deckers outdoor corp536
cintas corp379
steel dynamics inc366
ppl corp366
regions financial corp new339
freeport-mcmoran inc334
church & dwight co inc301
Additions to existing portfolio by Korea Investment CORP

Reductions

Ticker% Reduced
iron mtn inc del-80.78
ishares tr-78.19
corpay inc-62.37
transunion-56.04
monster beverage corp new-55.88
stellantis n.v-55.36
barrick gold corp-54.93
kinross gold corp-54.87
Korea Investment CORP reduced stake in above stock

Sold off

None of the stocks were completely sold off by Korea Investment CORP

Sector Distribution

Korea Investment CORP has about 29.9% of it's holdings in Technology sector.

Sector%
Technology29.9
Healthcare10.6
Financial Services10.2
Consumer Cyclical9.6
Communication Services8.3
Others8
Industrials7.9
Consumer Defensive5.5
Energy3.4
Utilities2.5
Basic Materials2.2
Real Estate2

Market Cap. Distribution

Korea Investment CORP has about 91.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP47.5
LARGE-CAP43.9
UNALLOCATED8.2

Stocks belong to which Index?

About 86.8% of the stocks held by Korea Investment CORP either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50086.8
Others13.1
Top 5 Winners (%)%
EXAS
exact sciences corp
56.3 %
ERIE
erie indty co
46.9 %
YUMC
yum china hldgs inc
44.3 %
APP
applovin corp
43.6 %
PLTR
palantir technologies inc
41.8 %
Top 5 Winners ($)$
AAPL
apple inc
252.9 M
TSLA
tesla inc
127.9 M
META
meta platforms inc
119.6 M
WMT
walmart inc
57.6 M
UNH
unitedhealth group inc
53.4 M
Top 5 Losers (%)%
DECK
deckers outdoor corp
-82.4 %
CTAS
cintas corp
-72.3 %
CELH
celsius hldgs inc
-44.5 %
DXCM
dexcom inc
-40.9 %
MRNA
moderna inc
-37.5 %
Top 5 Losers ($)$
CTAS
cintas corp
-227.6 M
MSFT
microsoft corp
-94.3 M
DECK
deckers outdoor corp
-88.3 M
GOOG
alphabet inc
-80.9 M
GOOG
alphabet inc
-66.5 M

Korea Investment CORP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Korea Investment CORP

Korea Investment CORP has 733 stocks in it's portfolio. About 31.2% of the portfolio is in top 10 stocks. CTAS proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Korea Investment CORP last quarter.

Last Reported on: 13 Nov, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions