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
351
$26K ﹤0.01%
+2,430
352
$26K ﹤0.01%
820
-1,240
353
$25K ﹤0.01%
+380
354
$25K ﹤0.01%
360
-510
355
$25K ﹤0.01%
+305
356
$25K ﹤0.01%
410
+310
357
$25K ﹤0.01%
979
+605
358
$25K ﹤0.01%
290
+230
359
$25K ﹤0.01%
+155
360
$25K ﹤0.01%
+1,620
361
$25K ﹤0.01%
+633
362
$25K ﹤0.01%
+1,334
363
$25K ﹤0.01%
+450
364
$24K ﹤0.01%
+635
365
$24K ﹤0.01%
880
-1,690
366
$24K ﹤0.01%
+177
367
$24K ﹤0.01%
+210
368
$24K ﹤0.01%
+990
369
$24K ﹤0.01%
+1,326
370
$24K ﹤0.01%
+526
371
$24K ﹤0.01%
+200
372
$24K ﹤0.01%
+603
373
$23K ﹤0.01%
+117
374
$23K ﹤0.01%
1,200
+810
375
$23K ﹤0.01%
+290
13 14
15
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