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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
TFC icon
601
Truist Financial
TFC
$64B
$3.75M 0.01%
86,478
-6,220
-7% -$278K
ULTA icon
602
Ulta Beauty
ULTA
$24.3B
$3.72M 0.01%
8,548
+185
+2% +$71.7K
LKQ icon
603
LKQ Corp
LKQ
$6.29B
$3.71M 0.01%
100,887
+35,670
+55% +$1.36M
WRB icon
604
W.R. Berkley
WRB
$26.6B
$3.66M 0.01%
62,546
-84,506
-57% -$5.06M
RPM icon
605
RPM International
RPM
$15B
$3.66M 0.01%
29,706
+7,432
+33% +$980K
PRDO icon
606
Perdoceo Education
PRDO
$2.12B
$3.63M 0.01%
137,255
-32,213
-19% -$792K
NUE icon
607
Nucor
NUE
$62.1B
$3.62M 0.01%
31,026
-124,758
-80% -$17.9M
VOYA icon
608
Voya Financial
VOYA
$9.19B
$3.61M 0.01%
52,497
– –
OMC icon
609
Omnicom Group
OMC
$23.4B
$3.59M 0.01%
41,695
+4,920
+13% +$488K
CIEN icon
610
Ciena
CIEN
$58.4B
$3.59M 0.01%
42,297
– –
EIG icon
611
Employers Holdings
EIG
$889M
$3.56M 0.01%
69,556
+2,139
+3% +$109K
RHI icon
612
Robert Half
RHI
$4.37B
$3.56M 0.01%
50,558
-29,143
-37% -$2.08M
EL icon
613
Estee Lauder
EL
$32B
$3.56M 0.01%
47,510
-15,713
-25% -$1.24M
REZI icon
614
Resideo Technologies
REZI
$3.95B
$3.55M 0.01%
154,188
-30,655
-17% -$719K
ALKS icon
615
Alkermes
ALKS
$8.25B
$3.52M 0.01%
122,489
+26,980
+28% +$776K
FTI icon
616
TechnipFMC
FTI
$27.3B
$3.51M 0.01%
121,366
+112,184
+1,222% +$3.19M
SNRE
617
DELISTED
Sunrise Communications AG American Depositary Shares representing Class A shares
SNRE
$3.5M 0.01%
+81,180
New +$3.71M
ZIM icon
618
ZIM Integrated Shipping Services
ZIM
$3.24B
$3.47M 0.01%
161,440
+148,306
+1,129% +$3.26M
GTLS
619
DELISTED
Chart Industries
GTLS
$3.46M 0.01%
18,127
-205
-1% -$32.9K
CWAN
620
DELISTED
Clearwater Analytics
CWAN
$3.44M 0.01%
+124,889
New +$3.54M
MQ icon
621
Marqeta
MQ
$1.66B
$3.41M 0.01%
225,000
-112,500
-33% -$1.98M
TSCO icon
622
Tractor Supply
TSCO
$18B
$3.4M 0.01%
64,130
-2,795
-4% -$158K
BVN icon
623
Compañía de Minas Buenaventura
BVN
$8.67B
$3.37M 0.01%
292,883
-37,578
-11% -$481K
YUM icon
624
Yum! Brands
YUM
$41.1B
$3.33M 0.01%
24,839
-13,549
-35% -$1.83M
TV icon
625
Televisa
TV
$1.49B
$3.32M 0.01%
1,976,394
+1,404,933
+246% +$3.05M
23 24
25
26 27

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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.