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
326
$29K ﹤0.01%
+676
327
$29K ﹤0.01%
600
+400
328
$29K ﹤0.01%
+631
329
$28K ﹤0.01%
+250
330
$28K ﹤0.01%
+2,126
331
$28K ﹤0.01%
167
-199
332
$28K ﹤0.01%
+2,200
333
$28K ﹤0.01%
830
-1,310
334
$28K ﹤0.01%
+120
335
$28K ﹤0.01%
+647
336
$28K ﹤0.01%
820
-1,500
337
$28K ﹤0.01%
+180
338
$28K ﹤0.01%
965
-2,063
339
$28K ﹤0.01%
570
+400
340
$27K ﹤0.01%
+840
341
$27K ﹤0.01%
+280
342
$27K ﹤0.01%
+470
343
$27K ﹤0.01%
+550
344
$27K ﹤0.01%
+1,721
345
$26K ﹤0.01%
+4,452
346
$26K ﹤0.01%
+831
347
$26K ﹤0.01%
+630
348
$26K ﹤0.01%
1,350
+920
349
$26K ﹤0.01%
220
+150
350
$26K ﹤0.01%
606
12 13
14
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