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
$1.99B
AUM Growth
-$468M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$53.9M
2
+$37.6M
3
+$17.6M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16.7M
5
FMX icon
Fomento Económico Mexicano
FMX
+$11.7M

Top Sells

1
+$58.4M
2
+$52.6M
3
+$50.7M
4
PBR icon
Petrobras
PBR
+$50.6M
5
VALE icon
Vale
VALE
+$49M

Sector Composition

1 Materials 12.46%
2 Financials 12.13%
3 Consumer Staples 10.16%
4 Energy 8.22%
5 Technology 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$930K 0.05%
+14,000
102
$928K 0.05%
+11,125
103
$869K 0.04%
46,820
+5,600
104
$860K 0.04%
17,200
105
$856K 0.04%
+8,381
106
$850K 0.04%
5,630
-98,936
107
$764K 0.04%
16,978
+2,108
108
$694K 0.03%
+22,000
109
$678K 0.03%
+11,397
110
$635K 0.03%
10,948
-217,986
111
$608K 0.03%
9,120
-1,600
112
$584K 0.03%
2,978
-2,519
113
$571K 0.03%
148,671
-534,124
114
$551K 0.03%
5,530
-5,591
115
$549K 0.03%
+5,023
116
$546K 0.03%
12,042
-137,840
117
$542K 0.03%
19,880
+14,400
118
$527K 0.03%
+10,800
119
$509K 0.03%
4,424
-791
120
$505K 0.03%
6,264
-6,309
121
$497K 0.03%
4,910
+487
122
$493K 0.02%
22,860
-21,200
123
$491K 0.02%
6,621
+5,052
124
$489K 0.02%
3,153
-2,440
125
$448K 0.02%
13,897
-24,098
3 4
5
6 7