IUHSA

Itau Unibanco Holding S.A. Portfolio holdings

AUM $2.94B
1-Year Est. Return 24.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.44B
AUM Growth
+$601M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
747
New
Increased
Reduced
Closed

Top Buys

1
+$59M
2
+$41.1M
3
+$28.9M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$24.5M
5
VALE icon
Vale
VALE
+$12.7M

Top Sells

1
+$10.5M
2
+$9.28M
3
+$8.94M
4
CX icon
Cemex
CX
+$8.01M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$7.9M

Sector Composition

1 Consumer Staples 17.26%
2 Financials 15.75%
3 Energy 5.42%
4 Industrials 5.39%
5 Materials 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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