IUHSA

Itau Unibanco Holding S.A. Portfolio holdings

AUM $2.63B
1-Year Est. Return 21.65%
This Quarter Est. Return
1 Year Est. Return
+21.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$844M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$68.1M
2
+$11M
3
+$8.66M
4
CBD
Companhia Brasileira de Distribuicao
CBD
+$7.85M
5
CIB icon
Grupo Cibest SA
CIB
+$7.11M

Top Sells

1
+$43.5M
2
+$26.2M
3
+$23.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$15.6M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$10.5M

Sector Composition

1 Consumer Staples 19.59%
2 Financials 12.75%
3 Energy 9.07%
4 Materials 4.14%
5 Communication Services 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$44K 0.01%
570
-620
227
$44K 0.01%
+296
228
$44K 0.01%
+770
229
$43K 0.01%
580
+440
230
$43K 0.01%
717
+517
231
$43K 0.01%
494
-423
232
$43K 0.01%
360
+270
233
$43K 0.01%
1,114
234
$43K 0.01%
+660
235
$43K 0.01%
+1,860
236
$43K 0.01%
+770
237
$43K 0.01%
340
+270
238
$43K 0.01%
320
-200
239
$42K 0.01%
+875
240
$42K 0.01%
+903
241
$42K 0.01%
1,140
-500
242
$42K 0.01%
+318
243
$42K 0.01%
+330
244
$41K ﹤0.01%
+753
245
$41K ﹤0.01%
149
-211
246
$41K ﹤0.01%
+212
247
$41K ﹤0.01%
+3,086
248
$40K ﹤0.01%
820
-1,530
249
$40K ﹤0.01%
170
+120
250
$40K ﹤0.01%
390
+280
8 9
10
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