IUHSA

Itau Unibanco Holding S.A. Portfolio holdings

AUM $2.94B
1-Year Est. Return 24.79%
This Quarter Est. Return
1 Year Est. Return
+24.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.51B
AUM Growth
+$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$230M
2
+$212M
3
+$123M
4
PBR.A icon
Petrobras Class A
PBR.A
+$103M
5
TSM icon
TSMC
TSM
+$103M

Top Sells

1
+$284M
2
+$114M
3
+$113M
4
VALE icon
Vale
VALE
+$101M
5
FMX icon
Fomento Económico Mexicano
FMX
+$97M

Sector Composition

1 Financials 17.01%
2 Communication Services 13.69%
3 Energy 11.91%
4 Technology 10.59%
5 Consumer Discretionary 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$153K ﹤0.01%
2,052
+585
227
$150K ﹤0.01%
+2,171
228
$150K ﹤0.01%
+621
229
$148K ﹤0.01%
1,118
+10
230
$148K ﹤0.01%
+6,615
231
$145K ﹤0.01%
4,589
232
$140K ﹤0.01%
+3,804
233
$139K ﹤0.01%
1,963
-405
234
$136K ﹤0.01%
855
+5
235
$133K ﹤0.01%
1,455
+703
236
$132K ﹤0.01%
242
+129
237
$132K ﹤0.01%
763
238
$127K ﹤0.01%
190
-310
239
$127K ﹤0.01%
5,618
240
$124K ﹤0.01%
1,975
+21
241
$123K ﹤0.01%
+7,560
242
$112K ﹤0.01%
640
243
$103K ﹤0.01%
2,791
-13
244
$101K ﹤0.01%
886
245
$97K ﹤0.01%
1,333
246
$95K ﹤0.01%
609
247
$93K ﹤0.01%
5,871
248
$91K ﹤0.01%
1,943
+109
249
$90K ﹤0.01%
313
-1
250
$88K ﹤0.01%
794
+9
8 9
10
11 12