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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
SRE icon
626
Sempra
SRE
$54.8B
$3.26M 0.01%
37,191
– –
APPF icon
627
AppFolio
APPF
$7.04B
$3.23M 0.01%
13,089
– –
CDW icon
628
CDW
CDW
$17B
$3.21M 0.01%
18,471
+1,629
+10% +$316K
ENSG icon
629
The Ensign Group
ENSG
$10.7B
$3.2M 0.01%
24,063
– –
FCX icon
630
Freeport-McMoran
FCX
$97.5B
$3.19M 0.01%
83,859
– –
BDN
631
Brandywine Realty Trust
BDN
$554M
$3.15M 0.01%
562,241
-138,406
-20% -$772K
ZBH icon
632
Zimmer Biomet
ZBH
$18.4B
$3.15M 0.01%
29,805
-6,882
-19% -$738K
HBAN icon
633
Huntington Bancshares
HBAN
$35.5B
$3.14M 0.01%
192,984
– –
HTHT icon
634
Huazhu Hotels Group
HTHT
$13B
$3.12M 0.01%
94,353
-10,425
-10% -$377K
PSA icon
635
Public Storage
PSA
$61.3B
$3.1M 0.01%
10,346
+214
+2% +$71K
GHC icon
636
Graham Holdings Company
GHC
$5.02B
$3.09M 0.01%
3,544
-1,606
-31% -$1.41M
ON icon
637
ON Semiconductor
ON
$31.6B
$3.06M 0.01%
48,611
– –
THC icon
638
Tenet Healthcare
THC
$21.1B
$3.06M 0.01%
24,274
+2,618
+12% +$389K
ESNT icon
639
Essent Group
ESNT
$6.33B
$3.06M 0.01%
56,191
+8,597
+18% +$499K
CCL icon
640
Carnival Corporation Ltd
CCL
$39.7B
$3.06M 0.01%
122,677
+60,995
+99% +$1.43M
ACCO icon
641
Acco Brands
ACCO
$407M
$3.03M 0.01%
577,039
+331,537
+135% +$1.84M
ADMA icon
642
ADMA Biologics
ADMA
$2.22B
$2.99M 0.01%
174,484
-4,600
-3% -$86.5K
RDWR icon
643
Radware
RDWR
$1.19B
$2.84M 0.01%
126,216
+70,703
+127% +$1.62M
VNT icon
644
Vontier
VNT
$4.74B
$2.81M 0.01%
77,082
-861
-1% -$31.8K
HASI icon
645
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$5.2B
$2.78M 0.01%
103,451
-1,163
-1% -$36.4K
D icon
646
Dominion Energy
D
$59.3B
$2.76M 0.01%
51,323
+39,250
+325% +$2.24M
PTEN icon
647
Patterson-UTI
PTEN
$3.76B
$2.75M 0.01%
+332,449
New +$2.67M
COLM icon
648
Columbia Sportswear
COLM
$2.94B
$2.74M 0.01%
32,691
+404
+1% +$33.9K
WB icon
649
Weibo
WB
$1.95B
$2.73M 0.01%
286,228
– –
CUZ icon
650
Cousins Properties
CUZ
$4.88B
$2.72M 0.01%
88,899
– –
24 25
26
27 28

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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.