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
$3.2B
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$250M
2
+$206M
3
+$198M
4
NVDA icon
NVIDIA
NVDA
+$41.1M
5
AMX icon
America Movil
AMX
+$40.3M

Top Sells

1
+$119M
2
+$112M
3
+$111M
4
KOF icon
Coca-Cola Femsa
KOF
+$68.3M
5
VALE icon
Vale
VALE
+$65M

Sector Composition

1 Financials 17.35%
2 Energy 13.4%
3 Technology 11.63%
4 Communication Services 9.21%
5 Consumer Discretionary 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$834K 0.03%
4,686
-14,481
127
$804K 0.03%
+11,175
128
$776K 0.02%
12,223
-934,425
129
$774K 0.02%
+21,000
130
$753K 0.02%
20,287
-4,199
131
$716K 0.02%
2,891
+950
132
$683K 0.02%
7,200
-1,811
133
$671K 0.02%
4,490
-2,594
134
$652K 0.02%
+2,780
135
$648K 0.02%
+5,800
136
$638K 0.02%
+107,450
137
$621K 0.02%
7,181
+3,026
138
$611K 0.02%
+2,200
139
$575K 0.02%
26,177
-4,015
140
$574K 0.02%
27,080
141
$550K 0.02%
6,737
-384
142
$496K 0.02%
+13,600
143
$465K 0.01%
+4,000
144
$462K 0.01%
+6,690
145
$453K 0.01%
2,000
-20,000
146
$453K 0.01%
860
+664
147
$435K 0.01%
+2,000
148
$427K 0.01%
+2,100
149
$423K 0.01%
+2,099
150
$417K 0.01%
+10,310
4 5
6
7 8