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
$3.2B
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$250M
2
+$206M
3
+$198M
4
NVDA icon
NVIDIA
NVDA
+$41.1M
5
AMX icon
America Movil
AMX
+$40.3M

Top Sells

1
+$119M
2
+$112M
3
+$111M
4
KOF icon
Coca-Cola Femsa
KOF
+$68.3M
5
VALE icon
Vale
VALE
+$65M

Sector Composition

1 Financials 17.35%
2 Energy 13.4%
3 Technology 11.63%
4 Communication Services 9.21%
5 Consumer Discretionary 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.48M 0.29%
175,170
+109,170
52
$8.76M 0.27%
206,779
-7,221
53
$7.67M 0.24%
1,452,659
+320,000
54
$7.65M 0.24%
1,356,269
-1,839,201
55
$6.9M 0.21%
60,051
+18,097
56
$6.81M 0.21%
+164,861
57
$6.57M 0.2%
91,748
-6,396
58
$6.12M 0.19%
71,575
+70,382
59
$6.11M 0.19%
71,109
-94,923
60
$6.03M 0.19%
+137,197
61
$5.36M 0.17%
1,855,000
-1,032,200
62
$5.3M 0.16%
22,800
-25,200
63
$5.12M 0.16%
356,765
+89,458
64
$5.11M 0.16%
+205,170
65
$4.95M 0.15%
11,600
+3,000
66
$4.85M 0.15%
213,773
+109,700
67
$4.52M 0.14%
2,454,174
+1,118,685
68
$4.31M 0.13%
15,128
+3,258
69
$4.24M 0.13%
+22,230
70
$4.2M 0.13%
3,284
+1,553
71
$4.06M 0.13%
+23,200
72
$3.88M 0.12%
146,200
-18,700
73
$3.84M 0.12%
16,985
-1,071
74
$3.68M 0.11%
195,185
-101,737
75
$3.61M 0.11%
+8,294
1 2
3
4 5