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
$2.59B
AUM Growth
-$616M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$106M
3
+$88.6M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$58.2M
5
FMX icon
Fomento Económico Mexicano
FMX
+$54.5M

Top Sells

1
+$236M
2
+$200M
3
+$183M
4
AMX icon
America Movil
AMX
+$83.1M
5
SCCO icon
Southern Copper
SCCO
+$50.5M

Sector Composition

1 Financials 13.58%
2 Technology 10.81%
3 Energy 10.22%
4 Consumer Staples 8.72%
5 Consumer Discretionary 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WFC icon
126
Wells Fargo
WFC
$274B
$616K 0.02%
+8,581
ZM icon
127
Zoom
ZM
$25.1B
$585K 0.02%
7,935
+1,198
DDOG icon
128
Datadog
DDOG
$54.9B
$578K 0.02%
5,825
+5,504
SONY icon
129
Sony
SONY
$166B
$573K 0.02%
22,580
-4,500
LPLA icon
130
LPL Financial
LPLA
$30B
$568K 0.02%
1,737
+1,608
EWY icon
131
iShares MSCI South Korea ETF
EWY
$6.72B
$556K 0.02%
+10,289
OMAB icon
132
Grupo Aeroportuario Centro Norte
OMAB
$4.79B
$543K 0.02%
6,902
+212
AMD icon
133
Advanced Micro Devices
AMD
$406B
$536K 0.02%
+5,221
VLRS
134
Controladora Vuela Compañía de Aviación
VLRS
$733M
$534K 0.02%
+102,326
HEPS
135
D-Market Electronic Services & Trading
HEPS
$769M
$530K 0.02%
+186,107
AZN icon
136
AstraZeneca
AZN
$254B
$519K 0.02%
7,057
-21,304
IESC icon
137
IES Holdings
IESC
$7.69B
$495K 0.02%
2,999
+899
COIN icon
138
Coinbase
COIN
$82.9B
$482K 0.02%
2,800
-91
BP icon
139
BP
BP
$89.9B
$481K 0.02%
+14,231
INFY icon
140
Infosys
INFY
$67.6B
$478K 0.02%
26,177
GMF icon
141
SPDR S&P Emerging Asia Pacific ETF
GMF
$398M
$463K 0.02%
4,000
CMF icon
142
iShares California Muni Bond ETF
CMF
$3.41B
$455K 0.02%
+8,083
BLK icon
143
Blackrock
BLK
$164B
$452K 0.02%
+478
TIP icon
144
iShares TIPS Bond ETF
TIP
$13.8B
$418K 0.02%
+3,766
EPP icon
145
iShares MSCI Pacific ex Japan ETF
EPP
$1.81B
$399K 0.01%
9,050
KO icon
146
Coca-Cola
KO
$295B
$393K 0.01%
5,481
-673,513
JNJ icon
147
Johnson & Johnson
JNJ
$450B
$365K 0.01%
2,198
MRVL icon
148
Marvell Technology
MRVL
$75.5B
$357K 0.01%
5,800
SUPV
149
Grupo Supervielle
SUPV
$1.1B
$357K 0.01%
+27,367
PONY
150
Pony AI Inc
PONY
$5.89B
$353K 0.01%
40,000
-60,000
4 5
6
7 8