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
426
$19K ﹤0.01%
+180
427
$19K ﹤0.01%
+111
428
$19K ﹤0.01%
+400
429
$19K ﹤0.01%
350
+250
430
$18K ﹤0.01%
900
-24,417
431
$18K ﹤0.01%
+300
432
$18K ﹤0.01%
280
+110
433
$18K ﹤0.01%
370
+260
434
$18K ﹤0.01%
+176
435
$18K ﹤0.01%
240
-700
436
$18K ﹤0.01%
+824
437
$18K ﹤0.01%
+220
438
$18K ﹤0.01%
280
-360
439
$18K ﹤0.01%
+280
440
$18K ﹤0.01%
+180
441
$18K ﹤0.01%
+370
442
$18K ﹤0.01%
+340
443
$17K ﹤0.01%
470
+140
444
$17K ﹤0.01%
+582
445
$17K ﹤0.01%
+287
446
$17K ﹤0.01%
620
-1,610
447
$17K ﹤0.01%
+230
448
$17K ﹤0.01%
+750
449
$17K ﹤0.01%
160
-740
450
$17K ﹤0.01%
+143
16 17
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