IUHSA

Itau Unibanco Holding S.A. Portfolio holdings

AUM $2.94B
1-Year Est. Return 24.79%
This Quarter Est. Return
1 Year Est. Return
+24.79%
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
126
$730K 0.04%
+7,583
127
$653K 0.03%
+7,950
128
$646K 0.03%
+13,830
129
$621K 0.03%
+8,648
130
$589K 0.03%
+17,650
131
$550K 0.03%
+16,000
132
$541K 0.03%
+7,500
133
$480K 0.02%
+15,656
134
$452K 0.02%
11,933
-6,822
135
$321K 0.02%
7,900
136
$296K 0.02%
+2,505
137
$279K 0.01%
+1,875
138
$197K 0.01%
+5,500
139
$180K 0.01%
+2,170
140
$179K 0.01%
+2,836
141
$157K 0.01%
+2,874
142
$116K 0.01%
+1,045
143
$115K 0.01%
+7,300
144
$60K ﹤0.01%
4,400
145
$54K ﹤0.01%
1,852
146
$39K ﹤0.01%
1,300
147
$27K ﹤0.01%
+5,638
148
$18K ﹤0.01%
302
-3,700
149
$12K ﹤0.01%
+3,600
150
$7K ﹤0.01%
+397
4 5
6
7 8