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
$1.93B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$88.9M
2
+$83.6M
3
+$39.2M
4
VALE icon
Vale
VALE
+$25.2M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$19.5M

Top Sells

1
+$207M
2
+$37.4M
3
+$35M
4
PBR.A icon
Petrobras Class A
PBR.A
+$21.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$19.6M

Sector Composition

1 Communication Services 14.76%
2 Financials 9.76%
3 Materials 8.54%
4 Consumer Discretionary 7.04%
5 Technology 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.54M 0.34%
632,772
-58,038
52
$6.1M 0.31%
36,627
-3,556
53
$6.04M 0.31%
119,012
-59,200
54
$5.67M 0.29%
+11,279
55
$5.44M 0.28%
+97,007
56
$5.26M 0.27%
+81,605
57
$5.22M 0.27%
65,270
+27,570
58
$5.16M 0.26%
379,160
+299,200
59
$5.02M 0.26%
+25,500
60
$4.91M 0.25%
175,759
-17,580
61
$4.72M 0.24%
480,000
62
$4.66M 0.24%
36,575
+30,559
63
$4.45M 0.23%
80,001
+41,378
64
$4.45M 0.23%
+30,936
65
$4.35M 0.22%
39,332
+30,870
66
$4.18M 0.21%
56,800
+32,800
67
$3.97M 0.2%
9,000
-21,000
68
$3.76M 0.19%
+80,000
69
$3.74M 0.19%
12,000
-24,000
70
$3.68M 0.19%
+31,500
71
$3.58M 0.18%
+52,500
72
$3.56M 0.18%
48,000
73
$3.48M 0.18%
37,286
-9,714
74
$3.32M 0.17%
29,500
75
$3.27M 0.17%
+41,320
1 2
3
4 5