We are live on ! Find out more
Robeco Institutional Asset Management

Robeco Institutional Asset Management Portfolio holdings

AUM $81.4B
1-Year Est. Return 40.71%
This Fund
S&P 500
This Quarter Est. Return
+4.08%
1 Year Est. Return
+40.71%
3 Year Est. Return
+135.42%
5 Year Est. Return
+174.69%
10 Year Est. Return
+589.21%
AUM
$52.8B
AUM Growth
+$2.41B
Cap. Flow
+$1.58B
Cap. Flow %
2.99%
Top 10 Hldgs %
30.92%
Holding
942
New
38
Increased
386
Reduced
390
Closed
45

Top Buys

Rank Stock Value
1
PYPL icon
PayPal
PYPL
+$226M
2
AMP icon
Ameriprise Financial
AMP
+$181M
3
TSLA icon
Tesla
TSLA
+$179M
4
META icon
Meta Platforms (Facebook)
META
+$169M
5
ORCL icon
Oracle
ORCL
+$149M

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$112M
2
CI icon
Cigna
CI
+$89M
3
PG icon
Procter & Gamble
PG
+$88.4M
4
AMD icon
Advanced Micro Devices
AMD
+$79.6M
5
ORLY icon
O'Reilly Automotive
ORLY
+$64.3M

Sector Composition

Rank Sector Weight
1 Technology 32.57%
2 Financials 15.6%
3 Consumer Discretionary 12.45%
4 Healthcare 10.8%
5 Communication Services 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HSII
551
DELISTED
Heidrick & Struggles
HSII
$5.1M 0.01%
115,184
-3,230
-3% -$138K
ACT icon
552
Enact Holdings
ACT
$6.73B
$5.09M 0.01%
157,157
+28,971
+23% +$1M
NSC icon
553
Norfolk Southern
NSC
$75.1B
$5.06M 0.01%
21,568
-830
-4% -$211K
BX icon
554
Blackstone
BX
$110B
$5.04M 0.01%
29,224
+11,786
+68% +$2.05M
FWONK icon
555
Liberty Media Series C
FWONK
$25.8B
$4.97M 0.01%
53,653
+1,850
+4% +$157K
CCEP icon
556
Coca-Cola Europacific Partners
CCEP
$47.9B
$4.97M 0.01%
64,668
-142,332
-69% -$11M
ARW icon
557
Arrow Electronics
ARW
$10.4B
$4.93M 0.01%
43,556
+915
+2% +$113K
NI icon
558
NiSource
NI
$20.4B
$4.9M 0.01%
133,295
+593
+0.4% +$21.3K
SYY icon
559
Sysco
SYY
$40.3B
$4.83M 0.01%
63,191
-15,804
-20% -$1.21M
DHI icon
560
D.R. Horton
DHI
$42.3B
$4.8M 0.01%
34,310
-33,612
-49% -$5.62M
RYN icon
561
Rayonier
RYN
$6.55B
$4.67M 0.01%
187,823
-8,462
-4% -$236K
ROL icon
562
Rollins
ROL
$18.2B
$4.65M 0.01%
100,284
-32,199
-24% -$1.58M
RNR icon
563
RenaissanceRe
RNR
$13.4B
$4.64M 0.01%
18,634
+9,560
+105% +$2.57M
UPST icon
564
Upstart Holdings
UPST
$3.03B
$4.62M 0.01%
75,000
– –
ALGN icon
565
Align Technology
ALGN
$12.3B
$4.59M 0.01%
22,007
-4,546
-17% -$1.02M
CG icon
566
Carlyle Group
CG
$17.2B
$4.57M 0.01%
90,606
-20,000
-18% -$1.01M
IVZ icon
567
Invesco
IVZ
$13.9B
$4.57M 0.01%
261,544
– –
GEHC icon
568
GE HealthCare
GEHC
$32.4B
$4.49M 0.01%
57,445
+21,997
+62% +$1.87M
AGO icon
569
Assured Guaranty
AGO
$3.34B
$4.49M 0.01%
49,843
+20,501
+70% +$1.79M
DLR icon
570
Digital Realty Trust
DLR
$71.7B
$4.47M 0.01%
25,201
-2,324
-8% -$412K
ZS icon
571
Zscaler
ZS
$27.3B
$4.46M 0.01%
24,707
-3,523
-12% -$682K
FLO icon
572
Flowers Foods
FLO
$1.57B
$4.46M 0.01%
215,665
– –
PRMB
573
Primo Brands
PRMB
$8.54B
$4.35M 0.01%
+141,370
New +$4.19M
CHTR icon
574
Charter Communications
CHTR
$18.2B
$4.3M 0.01%
12,535
+1,028
+9% +$372K
ERIE icon
575
Erie Indemnity
ERIE
$13.2B
$4.29M 0.01%
10,400
-1,286
-11% -$576K
21 22
23
24 25

Similar funds

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Robeco Institutional Asset Management's Q4 2024 Portfolio in Review

As of Q4 2024, Robeco Institutional Asset Management held 942 positions worth $52.8B, up 4.8% from $50.3B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Robeco Institutional Asset Management's Q4 2024 filing shows 38 new, 386 increased, 390 reduced and 45 closed positions. Its largest new stake was Strategy Inc: 58,629 shares worth $17M. The largest sale was Broadcom, an estimated $112M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 32% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Robeco Institutional Asset Management's largest Q4 2024 buy was Strategy Inc: 58,629 shares worth $17M.
  • Robeco Institutional Asset Management added most to PayPal in Q4 2024, an estimated $226M increase.
  • Robeco Institutional Asset Management's biggest Q4 2024 reduction was Broadcom, cutting an estimated $112M.
  • Robeco Institutional Asset Management fully exited Equity Commonwealth in Q4 2024, selling an estimated $32.3M.
  • Robeco Institutional Asset Management's ten largest holdings make up 31% of its $52.8B portfolio in Q4 2024.
  • Robeco Institutional Asset Management opened 38 new positions and closed 45 in Q4 2024.
  • Robeco Institutional Asset Management's portfolio value rose 4.8% quarter-over-quarter to $52.8B.

Based on Robeco Institutional Asset Management's 13F filing for Q4 2024, filed 23 Jan 2025.