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
451
$17K ﹤0.01%
619
+211
452
$17K ﹤0.01%
+203
453
$17K ﹤0.01%
+230
454
$17K ﹤0.01%
+560
455
$17K ﹤0.01%
+580
456
$16K ﹤0.01%
+727
457
$16K ﹤0.01%
+760
458
$16K ﹤0.01%
+75
459
$16K ﹤0.01%
500
-880
460
$16K ﹤0.01%
+421
461
$16K ﹤0.01%
+337
462
$16K ﹤0.01%
1,000
+430
463
$16K ﹤0.01%
440
+320
464
$16K ﹤0.01%
+190
465
$16K ﹤0.01%
+138
466
$16K ﹤0.01%
+275
467
$15K ﹤0.01%
+151
468
$15K ﹤0.01%
+137
469
$15K ﹤0.01%
370
-2,550
470
$15K ﹤0.01%
+143
471
$15K ﹤0.01%
+290
472
$15K ﹤0.01%
150
-850
473
$15K ﹤0.01%
+160
474
$15K ﹤0.01%
+180
475
$15K ﹤0.01%
710
+420
17 18
19
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