IUHSA
Itau Unibanco Holding S.A. Portfolio holdings
AUM
$2.63B
1-Year Return
21.65%
This Quarter Return
+4.62%
1 Year Return
+21.65%
3 Year Return
+79.74%
5 Year Return
+135.75%
10 Year Return
–
AUM
$1.72B
AUM Growth
+$866M
(+101%)
Cap. Flow
+$843M
Cap. Flow
% of AUM
48.95%
Top 10 Holdings %
Top 10 Hldgs %
60.34%
Holding
847
New
108
Increased
185
Reduced
281
Closed
261
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$262M |
| 2 |
Banco Bradesco
BBD
|
$115M |
| 3 |
iShares MSCI Japan ETF
EWJ
|
$110M |
| 4 |
Petrobras Class A
PBR.A
|
$98.9M |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
$92.7M |
Top Sells
| 1 |
Apple
AAPL
|
$104M |
| 2 |
Meta Platforms (Facebook)
META
|
$88.3M |
| 3 |
IBM
IBM
|
$76M |
| 4 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$18.8M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$11M |
Sector Composition
| 1 | Financials | 19.05% |
| 2 | Energy | 8.28% |
| 3 | Materials | 6.62% |
| 4 | Communication Services | 5.54% |
| 5 | Technology | 3.29% |
