IUHSA
Itau Unibanco Holding S.A. Portfolio holdings
AUM
$2.63B
1-Year Return
21.65%
This Quarter Return
+7.17%
1 Year Return
+21.65%
3 Year Return
+79.74%
5 Year Return
+135.75%
10 Year Return
–
AUM
$1.99B
AUM Growth
-$468M
(-19%)
Cap. Flow
-$575M
Cap. Flow
% of AUM
-28.96%
Top 10 Holdings %
Top 10 Hldgs %
55.61%
Holding
635
New
134
Increased
73
Reduced
184
Closed
140
Top Buys
| 1 |
SPDR Gold Trust
GLD
|
$53.9M |
| 2 |
Chevron
CVX
|
$37.6M |
| 3 |
Rio Tinto
RIO
|
$17.6M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$16.7M |
| 5 |
Fomento Económico Mexicano
FMX
|
$11.7M |
Top Sells
| 1 |
America Movil
AMX
|
$58.4M |
| 2 |
iShares MSCI Brazil ETF
EWZ
|
$52.6M |
| 3 |
Banco Bradesco
BBDO
|
$50.7M |
| 4 |
Petrobras
PBR
|
$50.6M |
| 5 |
Vale
VALE
|
$49M |
Sector Composition
| 1 | Materials | 12.46% |
| 2 | Financials | 12.13% |
| 3 | Consumer Staples | 10.16% |
| 4 | Energy | 8.22% |
| 5 | Technology | 5.16% |
