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
76
$3.21M 0.16%
+21,500
77
$3.11M 0.16%
+120,000
78
$3.06M 0.16%
+49,500
79
$2.94M 0.15%
+42,320
80
$2.92M 0.15%
14,156
+4,218
81
$2.92M 0.15%
+80,000
82
$2.87M 0.15%
104,600
83
$2.52M 0.13%
47,800
84
$2.51M 0.13%
+113,118
85
$2.42M 0.12%
291,329
-1,371,293
86
$2.41M 0.12%
19,900
87
$2.35M 0.12%
155,700
+59,362
88
$2.31M 0.12%
31,000
89
$2.28M 0.12%
20,500
90
$2.21M 0.11%
4,500
-2,319
91
$2.13M 0.11%
+85,000
92
$2.12M 0.11%
+57,693
93
$2.12M 0.11%
661,580
94
$2.1M 0.11%
27,400
-13,000
95
$2.08M 0.11%
+120,000
96
$2.02M 0.1%
+10,000
97
$2.01M 0.1%
+37,000
98
$2M 0.1%
+9,000
99
$1.85M 0.09%
+24,000
100
$1.76M 0.09%
38,055
-9,525
2 3
4
5 6