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
676
$3K ﹤0.01%
+240
677
$3K ﹤0.01%
+200
678
$3K ﹤0.01%
+20
679
$3K ﹤0.01%
+70
680
$3K ﹤0.01%
+140
681
$3K ﹤0.01%
+216
682
$3K ﹤0.01%
+160
683
$3K ﹤0.01%
+365
684
$3K ﹤0.01%
110
-230
685
$3K ﹤0.01%
250
-3,870
686
$3K ﹤0.01%
+59
687
$2K ﹤0.01%
+59
688
$2K ﹤0.01%
+20
689
$2K ﹤0.01%
+120
690
$2K ﹤0.01%
+23
691
$2K ﹤0.01%
+70
692
$2K ﹤0.01%
+60
693
$2K ﹤0.01%
+1
694
$2K ﹤0.01%
+180
695
$2K ﹤0.01%
+16
696
$2K ﹤0.01%
+60
697
$2K ﹤0.01%
+22
698
$2K ﹤0.01%
+30
699
$1K ﹤0.01%
+10
700
$1K ﹤0.01%
+26
26 27
28
29 30