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
$2.14B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$62.6M
2
+$58.3M
3
+$54.9M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$27.1M
5
CX icon
Cemex
CX
+$25M

Top Sells

1
+$106M
2
+$72.4M
3
+$18.2M
4
NVDA icon
NVIDIA
NVDA
+$17.7M
5
VALE icon
Vale
VALE
+$16.9M

Sector Composition

1 Financials 13.53%
2 Energy 11.27%
3 Consumer Staples 11.11%
4 Materials 10.84%
5 Technology 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
– –
-105
627
– –
-8,141
628
– –
-432
629
– –
-136
630
– –
-7,064
631
– –
-22
632
– –
-3,527
22 23 24 25
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