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
$1.86B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$89.8M
2
+$54.4M
3
+$50.9M
4
AMX icon
America Movil
AMX
+$32.4M
5
DIS icon
Walt Disney
DIS
+$25.7M

Top Sells

1
+$222M
2
+$117M
3
+$91.8M
4
PBR icon
Petrobras
PBR
+$55M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$53.1M

Sector Composition

1 Communication Services 11.42%
2 Technology 8.16%
3 Materials 7.39%
4 Consumer Discretionary 6.73%
5 Financials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$13K ﹤0.01%
+75
352
$12K ﹤0.01%
354
+9
353
$12K ﹤0.01%
+122
354
$12K ﹤0.01%
201
+68
355
$12K ﹤0.01%
38
-1
356
$12K ﹤0.01%
149
357
$11K ﹤0.01%
+65
358
$11K ﹤0.01%
+106
359
$11K ﹤0.01%
30
-54
360
$11K ﹤0.01%
+177
361
$11K ﹤0.01%
+133
362
$10K ﹤0.01%
+101
363
$10K ﹤0.01%
+285
364
$10K ﹤0.01%
+151
365
$9K ﹤0.01%
185
+5
366
$9K ﹤0.01%
22
-2
367
$9K ﹤0.01%
+131
368
– –
-709
369
– –
-123
370
$0 ﹤0.01%
+1
371
– –
-106
372
– –
-426
373
– –
-77,228
374
– –
-431
375
– –
-41,200
13 14
15
16 17