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
76
$3.29M 0.1%
435,700
-145,300
77
$3.28M 0.1%
+63,808
78
$3.21M 0.1%
3,483
+411
79
$3.17M 0.1%
12,311
-73,008
80
$3M 0.09%
+104,911
81
$2.88M 0.09%
+34,823
82
$2.84M 0.09%
+5,711
83
$2.65M 0.08%
1,487,314
84
$2.64M 0.08%
+8,000
85
$2.59M 0.08%
+27,020
86
$2.52M 0.08%
126,160
-149,973
87
$2.5M 0.08%
502
-770
88
$2.5M 0.08%
14,994
+1,678
89
$2.43M 0.08%
18,600
-131,900
90
$2.22M 0.07%
6,681
-5,168
91
$1.94M 0.06%
+251,400
92
$1.94M 0.06%
+25,000
93
$1.92M 0.06%
+11,825
94
$1.86M 0.06%
28,361
+12,067
95
$1.83M 0.06%
47,972
+45,582
96
$1.83M 0.06%
+5,448
97
$1.67M 0.05%
+13,864
98
$1.67M 0.05%
19,884
-5,522
99
$1.56M 0.05%
8,821
-2,671
100
$1.53M 0.05%
+17,486
2 3
4
5 6