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
401
$21K ﹤0.01%
+414
402
$21K ﹤0.01%
1,070
+550
403
$21K ﹤0.01%
+340
404
$20K ﹤0.01%
220
+140
405
$20K ﹤0.01%
290
-610
406
$20K ﹤0.01%
330
-890
407
$20K ﹤0.01%
+140
408
$20K ﹤0.01%
1,030
+640
409
$20K ﹤0.01%
+520
410
$20K ﹤0.01%
740
+490
411
$20K ﹤0.01%
+240
412
$19K ﹤0.01%
237
-223
413
$19K ﹤0.01%
+143
414
$19K ﹤0.01%
620
+390
415
$19K ﹤0.01%
+330
416
$19K ﹤0.01%
500
-1,670
417
$19K ﹤0.01%
+314
418
$19K ﹤0.01%
230
-880
419
$19K ﹤0.01%
460
+280
420
$19K ﹤0.01%
190
+110
421
$19K ﹤0.01%
200
+160
422
$19K ﹤0.01%
150
+120
423
$19K ﹤0.01%
+40
424
$19K ﹤0.01%
450
-990
425
$19K ﹤0.01%
+710
15 16
17
18 19