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
$844M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$68.1M
2
+$11M
3
+$8.66M
4
CBD
Companhia Brasileira de Distribuicao
CBD
+$7.85M
5
CIB icon
Grupo Cibest SA
CIB
+$7.11M

Top Sells

1
+$43.5M
2
+$26.2M
3
+$23.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$15.6M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$10.5M

Sector Composition

1 Consumer Staples 19.59%
2 Financials 12.75%
3 Energy 9.07%
4 Materials 4.14%
5 Communication Services 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$224K 0.03%
7,000
-1,300
102
$223K 0.03%
8,067
-103,379
103
$215K 0.03%
9,130
+7,888
104
$214K 0.03%
+1,897
105
$194K 0.02%
1,704
-126
106
$192K 0.02%
1,582
-126
107
$185K 0.02%
2,357
-47
108
$183K 0.02%
1,979
-14
109
$182K 0.02%
3,300
110
$156K 0.02%
900
-44,431
111
$156K 0.02%
+11,657
112
$152K 0.02%
1,266
+686
113
$149K 0.02%
+3,360
114
$147K 0.02%
+2,235
115
$133K 0.02%
3,545
+3,145
116
$126K 0.01%
3,684
117
$121K 0.01%
+1,922
118
$120K 0.01%
+1,494
119
$116K 0.01%
+2,740
120
$116K 0.01%
707
+157
121
$115K 0.01%
1,843
+1,533
122
$114K 0.01%
+1,321
123
$113K 0.01%
+798
124
$113K 0.01%
+2,022
125
$105K 0.01%
2,700
+650
3 4
5
6 7