IUHSA

Itau Unibanco Holding S.A. Portfolio holdings

AUM $4.08B
1-Year Est. Return 34.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67B
AUM Growth
+$227M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
680
New
Increased
Reduced
Closed

Top Buys

1
+$538M
2
+$28.3M
3
+$12.2M
4
LOMA
Loma Negra
LOMA
+$12.1M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$8.5M

Top Sells

1
+$22.2M
2
+$21.2M
3
+$16.1M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$15.5M
5
PBR icon
Petrobras
PBR
+$13.4M

Sector Composition

1 Consumer Staples 12.97%
2 Financials 12.11%
3 Materials 4.72%
4 Communication Services 2.84%
5 Energy 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$6K ﹤0.01%
706
+246
527
$5K ﹤0.01%
+125
528
$5K ﹤0.01%
133
+16
529
$5K ﹤0.01%
961
+120
530
$5K ﹤0.01%
1,308
+93
531
$4K ﹤0.01%
+22
532
$4K ﹤0.01%
+172
533
$3K ﹤0.01%
3
+1
534
$3K ﹤0.01%
+243
535
$2K ﹤0.01%
32
-1,268
536
– –
-193,650
537
– –
-587
538
– –
-2,335
539
– –
-4,534
540
– –
-1,036
541
– –
-150
542
– –
-4,950
543
– –
-759
544
– –
-2,806
545
– –
-588,540
546
– –
-2,634
547
– –
-4,025
548
– –
-3,749
549
– –
-4,796
550
– –
-1,817
20 21
22
23 24