IUHSA

Itau Unibanco Holding S.A. Portfolio holdings

AUM $2.94B
1-Year Est. Return 24.79%
This Quarter Est. Return
1 Year Est. Return
+24.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.96B
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$89.8M
3
+$82.7M
4
META icon
Meta Platforms (Facebook)
META
+$52.2M
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$42.2M

Top Sells

1
+$215M
2
+$88M
3
+$54.3M
4
AMZN icon
Amazon
AMZN
+$50.8M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$39.2M

Sector Composition

1 Financials 16.49%
2 Materials 12.36%
3 Communication Services 11.35%
4 Consumer Staples 8.19%
5 Energy 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
– –
-238,593
927
– –
-456
928
– –
-4,391
929
– –
-911
930
– –
-2,854
931
– –
-333,683
932
– –
-17,650
933
– –
-2,855
934
– –
0
935
– –
-1,107
936
– –
-1,799
937
– –
-9
938
– –
-880
939
– –
-646
940
– –
-4,995
941
– –
0
942
– –
-2,508
943
– –
0
944
– –
0
945
– –
-423
946
– –
-319
947
– –
-3,774
948
– –
0
949
– –
0
950
– –
0
36 37
38
39 40