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
$813M
AUM Growth
-$62.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$41.3M
2
+$30.4M
3
+$26M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14.3M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$10.5M

Top Sells

1
+$70.2M
2
+$29.8M
3
+$23.1M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$13M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$10.3M

Sector Composition

1 Financials 15.22%
2 Consumer Staples 11.37%
3 Energy 10.79%
4 Materials 3.88%
5 Communication Services 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5K ﹤0.01%
130
-40
377
$5K ﹤0.01%
+90
378
$5K ﹤0.01%
+150
379
$4K ﹤0.01%
+60
380
$4K ﹤0.01%
+80
381
$4K ﹤0.01%
+100
382
$4K ﹤0.01%
+250
383
$4K ﹤0.01%
60
-20
384
$4K ﹤0.01%
+110
385
$4K ﹤0.01%
140
-180
386
$4K ﹤0.01%
+70
387
$4K ﹤0.01%
+290
388
$4K ﹤0.01%
60
-30
389
$4K ﹤0.01%
+110
390
$4K ﹤0.01%
110
-230
391
$4K ﹤0.01%
+70
392
$4K ﹤0.01%
60
-30
393
$4K ﹤0.01%
+40
394
$4K ﹤0.01%
+30
395
$4K ﹤0.01%
+70
396
$4K ﹤0.01%
+50
397
$4K ﹤0.01%
40
-60
398
$4K ﹤0.01%
+150
399
$4K ﹤0.01%
60
400
$4K ﹤0.01%
80
-20
14 15
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