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
$844M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$68.1M
2
+$11M
3
+$8.66M
4
CBD
Companhia Brasileira de Distribuicao
CBD
+$7.85M
5
CIB icon
Grupo Cibest SA
CIB
+$7.11M

Top Sells

1
+$43.5M
2
+$26.2M
3
+$23.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$15.6M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$10.5M

Sector Composition

1 Consumer Staples 19.59%
2 Financials 12.75%
3 Energy 9.07%
4 Materials 4.14%
5 Communication Services 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$10K ﹤0.01%
+420
552
$10K ﹤0.01%
+181
553
$10K ﹤0.01%
+480
554
$10K ﹤0.01%
+195
555
$10K ﹤0.01%
+190
556
$10K ﹤0.01%
+110
557
$10K ﹤0.01%
+189
558
$10K ﹤0.01%
+101
559
$10K ﹤0.01%
+3,630
560
$10K ﹤0.01%
+243
561
$10K ﹤0.01%
270
-2,080
562
$10K ﹤0.01%
90
-730
563
$10K ﹤0.01%
+180
564
$10K ﹤0.01%
+610
565
$9K ﹤0.01%
200
+30
566
$9K ﹤0.01%
170
-30
567
$9K ﹤0.01%
+40
568
$9K ﹤0.01%
240
-1,120
569
$9K ﹤0.01%
110
-10
570
$9K ﹤0.01%
+840
571
$9K ﹤0.01%
+140
572
$9K ﹤0.01%
513
+3
573
$9K ﹤0.01%
140
+60
574
$9K ﹤0.01%
+139
575
$9K ﹤0.01%
+59
21 22
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