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
101
$1.74M 0.09%
68,000
-50,500
102
$1.66M 0.09%
15,000
103
$1.6M 0.08%
24,500
104
$1.59M 0.08%
+20,554
105
$1.36M 0.07%
+6,880
106
$1.33M 0.07%
+3,930
107
$1.33M 0.07%
+2,825
108
$1.31M 0.07%
10,406
-46,258
109
$1.3M 0.07%
35,670
-28,000
110
$1.27M 0.07%
10,238
-43,370
111
$1.25M 0.06%
8,490
-189
112
$1.11M 0.06%
+27,091
113
$1.07M 0.06%
+31,151
114
$1.03M 0.05%
2,121
+2,120
115
$1.01M 0.05%
+30,206
116
$985K 0.05%
33,292
-43,911
117
$980K 0.05%
15,400
-19,100
118
$905K 0.05%
+21,500
119
$884K 0.05%
59,000
-1,000
120
$870K 0.04%
+5,246
121
$853K 0.04%
+55,300
122
$826K 0.04%
35,000
123
$795K 0.04%
+15,000
124
$791K 0.04%
15,086
-5,318
125
$748K 0.04%
+3,100
3 4
5
6 7