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
$3.2B
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$250M
2
+$206M
3
+$198M
4
NVDA icon
NVIDIA
NVDA
+$41.1M
5
AMX icon
America Movil
AMX
+$40.3M

Top Sells

1
+$119M
2
+$112M
3
+$111M
4
KOF icon
Coca-Cola Femsa
KOF
+$68.3M
5
VALE icon
Vale
VALE
+$65M

Sector Composition

1 Financials 17.35%
2 Energy 13.4%
3 Technology 11.63%
4 Communication Services 9.21%
5 Consumer Discretionary 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$6.41K ﹤0.01%
161
+21
352
$5.87K ﹤0.01%
85
+23
353
$5.84K ﹤0.01%
20
-1
354
$5.81K ﹤0.01%
160
+18
355
$5.65K ﹤0.01%
40
-6
356
$5.59K ﹤0.01%
54
-4
357
$5.53K ﹤0.01%
200
+31
358
$5.53K ﹤0.01%
47
-24
359
$5.43K ﹤0.01%
47
+12
360
$5.29K ﹤0.01%
17
+2
361
$1.14K ﹤0.01%
+42
362
– –
-12,238
363
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-6,696
364
– –
-21,496
365
– –
-42,000
366
– –
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367
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368
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369
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370
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-45
371
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-31,993
372
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-7,000
373
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-48
374
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375
– –
-2,099,156
13 14
15
16 17