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
$2.25B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$98.2M
2
+$97.6M
3
+$48.2M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$26.1M
5
KDP icon
Keurig Dr Pepper
KDP
+$25.9M

Top Sells

1
+$60.5M
2
+$37.2M
3
+$29.4M
4
BAP icon
Credicorp
BAP
+$28M
5
CVX icon
Chevron
CVX
+$22.4M

Sector Composition

1 Financials 10.87%
2 Materials 10.31%
3 Technology 9.2%
4 Consumer Staples 8.8%
5 Energy 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$315K 0.01%
17,159
127
$308K 0.01%
+2,959
128
$307K 0.01%
+4,231
129
$299K 0.01%
5,968
-3,413
130
$298K 0.01%
816
-6,053
131
$288K 0.01%
+1,408
132
$286K 0.01%
+735
133
$286K 0.01%
5,178
+1,690
134
$263K 0.01%
+757
135
$262K 0.01%
10,880
-11,200
136
$257K 0.01%
+2,782
137
$257K 0.01%
+1,615
138
$256K 0.01%
+585
139
$250K 0.01%
5,312
+361
140
$245K 0.01%
+4,671
141
$237K 0.01%
2,552
+2,236
142
$232K 0.01%
+6,306
143
$230K 0.01%
+1,219
144
$228K 0.01%
3,483
+780
145
$220K 0.01%
2,567
-330
146
$219K 0.01%
+801
147
$216K 0.01%
813
-878
148
$205K 0.01%
11,996
-5,152
149
$203K 0.01%
402
-111
150
$199K 0.01%
242
+18
4 5
6
7 8