IUHSA

Itau Unibanco Holding S.A. Portfolio holdings

AUM $2.94B
1-Year Est. Return 24.79%
This Quarter Est. Return
1 Year Est. Return
+24.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.33B
AUM Growth
-$707M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$130M
2
+$17.2M
3
+$14.7M
4
TBBB icon
BBB Foods
TBBB
+$13M
5
DESP
Despegar.com
DESP
+$11.6M

Top Sells

1
+$121M
2
+$80M
3
+$75M
4
VALE icon
Vale
VALE
+$72.1M
5
SQM icon
Sociedad Química y Minera de Chile
SQM
+$54.1M

Sector Composition

1 Financials 14.42%
2 Consumer Staples 9.93%
3 Energy 9.75%
4 Materials 8.57%
5 Technology 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-516
377
– –
-278
378
– –
-4,942
379
– –
-35,419
380
– –
-5,754
381
– –
-127
12 13 14 15
16