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
$3.2B
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$250M
2
+$206M
3
+$198M
4
NVDA icon
NVIDIA
NVDA
+$41.1M
5
AMX icon
America Movil
AMX
+$40.3M

Top Sells

1
+$119M
2
+$112M
3
+$111M
4
KOF icon
Coca-Cola Femsa
KOF
+$68.3M
5
VALE icon
Vale
VALE
+$65M

Sector Composition

1 Financials 17.35%
2 Energy 13.4%
3 Technology 11.63%
4 Communication Services 9.21%
5 Consumer Discretionary 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$27.2M 0.85%
30,455
+4,812
27
$25.6M 0.8%
1,769,904
+696,454
28
$25.3M 0.79%
690,108
-422,206
29
$24.8M 0.77%
+48,490
30
$24.1M 0.75%
96,239
+92,372
31
$22.1M 0.69%
260,860
+218,860
32
$21.4M 0.66%
12,559
-17,535
33
$20.6M 0.64%
394,613
-700
34
$20.4M 0.63%
1,749,042
+1,736,160
35
$18.3M 0.57%
78,870
-22,066
36
$18M 0.56%
16,964
+169
37
$17.5M 0.55%
51,201
-5,022
38
$17.5M 0.54%
180,210
+41,510
39
$17.1M 0.53%
408,951
+145,539
40
$15.9M 0.49%
+75,000
41
$15.5M 0.48%
+194,122
42
$13.8M 0.43%
221,004
+177,004
43
$13.3M 0.41%
+501,720
44
$12.3M 0.38%
+163,200
45
$12.3M 0.38%
+75,645
46
$11.6M 0.36%
389,892
-193,779
47
$11.3M 0.35%
134,700
+127,788
48
$11.2M 0.35%
49,764
-18,425
49
$10.5M 0.33%
+59,574
50
$9.74M 0.3%
+113,739
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