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
276
$36K ﹤0.01%
+1,113
277
$35K ﹤0.01%
+375
278
$35K ﹤0.01%
+445
279
$35K ﹤0.01%
+1,210
280
$34K ﹤0.01%
550
+390
281
$34K ﹤0.01%
+229
282
$34K ﹤0.01%
+690
283
$34K ﹤0.01%
+378
284
$34K ﹤0.01%
900
-1,020
285
$34K ﹤0.01%
+390
286
$34K ﹤0.01%
650
+490
287
$34K ﹤0.01%
+618
288
$34K ﹤0.01%
400
+290
289
$33K ﹤0.01%
201
+130
290
$33K ﹤0.01%
+340
291
$33K ﹤0.01%
+1,513
292
$33K ﹤0.01%
410
-30
293
$33K ﹤0.01%
+260
294
$32K ﹤0.01%
+712
295
$32K ﹤0.01%
265
-505
296
$32K ﹤0.01%
+327
297
$32K ﹤0.01%
1,020
+600
298
$31K ﹤0.01%
590
-1,130
299
$31K ﹤0.01%
518
-372
300
$31K ﹤0.01%
+836
10 11
12
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