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
$1.86B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$89.8M
2
+$54.4M
3
+$50.9M
4
AMX icon
America Movil
AMX
+$32.4M
5
DIS icon
Walt Disney
DIS
+$25.7M

Top Sells

1
+$222M
2
+$117M
3
+$91.8M
4
PBR icon
Petrobras
PBR
+$55M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$53.1M

Sector Composition

1 Communication Services 11.42%
2 Technology 8.16%
3 Materials 7.39%
4 Consumer Discretionary 6.73%
5 Financials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.1M 0.81%
148,288
27
$14.9M 0.8%
188,500
+166,100
28
$14.8M 0.79%
96,338
+20,249
29
$14.5M 0.77%
97,638
+30,853
30
$14.3M 0.76%
95,528
+25,700
31
$14M 0.75%
+295,837
32
$13.6M 0.73%
122,913
+116,609
33
$13.3M 0.71%
+4,821,212
34
$13M 0.7%
399,637
-388,053
35
$12.3M 0.66%
+27,600
36
$12.2M 0.65%
313,715
+149,164
37
$12.2M 0.65%
155,800
+147,000
38
$10.9M 0.58%
209,442
+147,942
39
$10.7M 0.57%
+1,074,345
40
$10.3M 0.55%
188,965
-32,177
41
$9.98M 0.53%
74,920
-7,860
42
$9.74M 0.52%
30,556
+18,652
43
$9.2M 0.49%
49,178
+43,428
44
$9.06M 0.48%
62,380
+61,999
45
$8.96M 0.48%
88,000
+54,500
46
$8.85M 0.47%
91,500
+54,500
47
$7.95M 0.43%
+148,000
48
$7.82M 0.42%
711,973
-847,854
49
$7.67M 0.41%
49,035
+42,900
50
$7.61M 0.41%
75,000
-63,000
1
2
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