IUHSA

Itau Unibanco Holding S.A. Portfolio holdings

AUM $4.08B
1-Year Est. Return 34.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.51B
AUM Growth
+$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$259M
2
+$187M
3
+$105M
4
PBR.A icon
Petrobras Class A
PBR.A
+$90.7M
5
AMZN icon
Amazon
AMZN
+$66.9M

Top Sells

1
+$284M
2
+$127M
3
+$113M
4
FMX icon
Fomento Económico Mexicano
FMX
+$97M
5
ITUB icon
Itaú Unibanco
ITUB
+$95.5M

Sector Composition

1 Financials 17.01%
2 Communication Services 13.69%
3 Energy 11.91%
4 Technology 10.59%
5 Consumer Discretionary 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$10K ﹤0.01%
228
402
$10K ﹤0.01%
112
403
$10K ﹤0.01%
306
404
$10K ﹤0.01%
315
405
$10K ﹤0.01%
+53
406
$10K ﹤0.01%
1,113
407
$10K ﹤0.01%
138
+5
408
$8K ﹤0.01%
163
409
$8K ﹤0.01%
590
410
$8K ﹤0.01%
219
+12
411
$8K ﹤0.01%
424
+36
412
$7K ﹤0.01%
585
+24
413
$7K ﹤0.01%
117
+5
414
$6K ﹤0.01%
+213
415
$6K ﹤0.01%
6,971
416
$5K ﹤0.01%
123
-98,147
417
$5K ﹤0.01%
+62
418
$5K ﹤0.01%
678
419
$4K ﹤0.01%
280
420
$4K ﹤0.01%
+144
421
$3K ﹤0.01%
+11
422
$3K ﹤0.01%
+10
423
$3K ﹤0.01%
+50
424
$3K ﹤0.01%
+7
425
$3K ﹤0.01%
31
-48,015
15 16
17
18 19