IUHSA
Itau Unibanco Holding S.A. Portfolio holdings
AUM
$2.63B
1-Year Return
21.65%
This Quarter Return
+4.27%
1 Year Return
+21.65%
3 Year Return
+79.74%
5 Year Return
+135.75%
10 Year Return
–
AUM
$600M
AUM Growth
–
Cap. Flow
+$600M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
69.42%
Holding
53
New
44
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$110M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$71.8M |
| 3 |
Vanguard FTSE Europe ETF
VGK
|
$40.1M |
| 4 |
Banco Bradesco
BBD
|
$39.5M |
| 5 |
Itaú Unibanco
ITUB
|
$34.7M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 14.15% |
| 2 | Consumer Staples | 8.49% |
| 3 | Energy | 6.64% |
| 4 | Utilities | 4.51% |
| 5 | Communication Services | 4.29% |
