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
$1.86B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$89.8M
2
+$54.4M
3
+$50.9M
4
AMX icon
America Movil
AMX
+$32.4M
5
DIS icon
Walt Disney
DIS
+$25.7M

Top Sells

1
+$222M
2
+$117M
3
+$91.8M
4
PBR icon
Petrobras
PBR
+$55M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$53.1M

Sector Composition

1 Communication Services 11.42%
2 Technology 8.16%
3 Materials 7.39%
4 Consumer Discretionary 6.73%
5 Financials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.45M 0.4%
38,036
+38,000
52
$7.4M 0.4%
45,798
+42,801
53
$7.12M 0.38%
160,180
+40,280
54
$5.98M 0.32%
+73,000
55
$5.88M 0.31%
+35,847
56
$5.75M 0.31%
81,920
-755,162
57
$5.73M 0.31%
94,135
+93,869
58
$5.15M 0.28%
170,000
+150,000
59
$4.98M 0.27%
2,098
-7,834
60
$4.96M 0.27%
+461,661
61
$4.92M 0.26%
+113,519
62
$4.58M 0.24%
+94,000
63
$4.35M 0.23%
43,500
64
$4.3M 0.23%
+85,331
65
$4.29M 0.23%
29,500
66
$4.29M 0.23%
252,149
-280,000
67
$4.27M 0.23%
+256,686
68
$4.16M 0.22%
15,348
+15,094
69
$3.99M 0.21%
202,068
+184,068
70
$3.76M 0.2%
47,597
+47,334
71
$3.59M 0.19%
+69,372
72
$3.57M 0.19%
98,270
73
$3.55M 0.19%
+707,213
74
$3.49M 0.19%
33,005
+11,748
75
$3.41M 0.18%
17,563
-11,012
1 2
3
4 5