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
126
$104K 0.01%
3,608
-22,731
127
$103K 0.01%
3,063
+683
128
$103K 0.01%
2,603
-13,973
129
$102K 0.01%
1,427
+327
130
$100K 0.01%
56
+36
131
$99K 0.01%
+17,214
132
$98K 0.01%
+1,390
133
$97K 0.01%
868
-202
134
$96K 0.01%
1,846
-14
135
$95K 0.01%
762
+122
136
$94K 0.01%
534
-87
137
$92K 0.01%
2,718
+508
138
$92K 0.01%
460
+410
139
$90K 0.01%
1,184
-158
140
$90K 0.01%
+2,371
141
$87K 0.01%
+661
142
$83K 0.01%
+937
143
$81K 0.01%
+2,190
144
$79K 0.01%
+1,078
145
$78K 0.01%
+550
146
$78K 0.01%
+527
147
$78K 0.01%
800
-76
148
$77K 0.01%
4,300
+20
149
$75K 0.01%
1,690
-500
150
$75K 0.01%
4,000
4 5
6
7 8