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
$1.93B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$88.9M
2
+$83.6M
3
+$39.2M
4
VALE icon
Vale
VALE
+$25.2M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$19.5M

Top Sells

1
+$207M
2
+$37.4M
3
+$35M
4
PBR.A icon
Petrobras Class A
PBR.A
+$21.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$19.6M

Sector Composition

1 Communication Services 14.76%
2 Financials 9.76%
3 Materials 8.54%
4 Consumer Discretionary 7.04%
5 Technology 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.1M 0.88%
5,825,669
+5,729,220
27
$16.2M 0.83%
1,169,941
+422,663
28
$15.6M 0.8%
194,038
-1,862
29
$15.2M 0.78%
112,640
-1,536,525
30
$14.1M 0.72%
+260,832
31
$13.9M 0.71%
1,208,359
-489,280
32
$13.3M 0.68%
120,336
+117,500
33
$12.6M 0.65%
+463,153
34
$11.3M 0.58%
+140,119
35
$10.9M 0.56%
518,619
+19,500
36
$10.7M 0.55%
869,655
-226,538
37
$10.7M 0.55%
+71,457
38
$10.3M 0.53%
182,794
-152,316
39
$10.2M 0.52%
82,298
40
$9.91M 0.51%
5,794
+3,794
41
$9.33M 0.48%
610,805
+280,805
42
$9.22M 0.47%
79,421
+14,953
43
$8.66M 0.44%
2,141,317
+1,097,233
44
$8.54M 0.44%
+699,098
45
$8.33M 0.43%
41,633
+29,507
46
$8.06M 0.41%
172,773
+97,773
47
$7.77M 0.4%
26,326
-14,275
48
$7.22M 0.37%
166,967
-176,010
49
$6.94M 0.36%
155,372
+78,181
50
$6.92M 0.35%
68,654
+28,654
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