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
651
$4K ﹤0.01%
40
-590
652
$4K ﹤0.01%
+526
653
$4K ﹤0.01%
+30
654
$4K ﹤0.01%
+19
655
$4K ﹤0.01%
+11
656
$4K ﹤0.01%
+261
657
$4K ﹤0.01%
+132
658
$4K ﹤0.01%
+30
659
$4K ﹤0.01%
+110
660
$4K ﹤0.01%
+80
661
$4K ﹤0.01%
+446
662
$4K ﹤0.01%
+34
663
$4K ﹤0.01%
+68
664
$4K ﹤0.01%
+295
665
$4K ﹤0.01%
+120
666
$4K ﹤0.01%
+195
667
$4K ﹤0.01%
+96
668
$4K ﹤0.01%
141
+18
669
$4K ﹤0.01%
+170
670
$4K ﹤0.01%
+210
671
$3K ﹤0.01%
+53
672
$3K ﹤0.01%
+40
673
$3K ﹤0.01%
+5
674
$3K ﹤0.01%
+23
675
$3K ﹤0.01%
70
-20
25 26
27
28 29