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
251
$40K ﹤0.01%
610
-840
252
$40K ﹤0.01%
+710
253
$40K ﹤0.01%
+602
254
$39K ﹤0.01%
+300
255
$39K ﹤0.01%
770
+560
256
$39K ﹤0.01%
+1,170
257
$39K ﹤0.01%
1,534
-1,592
258
$39K ﹤0.01%
+3,105
259
$39K ﹤0.01%
+1,202
260
$39K ﹤0.01%
482
+352
261
$38K ﹤0.01%
290
-30
262
$38K ﹤0.01%
+477
263
$38K ﹤0.01%
1,220
+910
264
$38K ﹤0.01%
+1,305
265
$38K ﹤0.01%
280
+200
266
$38K ﹤0.01%
+309
267
$37K ﹤0.01%
+2,771
268
$37K ﹤0.01%
730
+660
269
$37K ﹤0.01%
+330
270
$37K ﹤0.01%
390
+290
271
$37K ﹤0.01%
624
-506
272
$37K ﹤0.01%
+924
273
$36K ﹤0.01%
807
+300
274
$36K ﹤0.01%
500
+400
275
$36K ﹤0.01%
640
+460
9 10
11
12 13