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
151
$74K 0.01%
911
-29
152
$74K 0.01%
+606
153
$73K 0.01%
920
+130
154
$73K 0.01%
520
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155
$72K 0.01%
880
-560
156
$71K 0.01%
5,127
+378
157
$71K 0.01%
+1,931
158
$70K 0.01%
+2,831
159
$70K 0.01%
+214
160
$69K 0.01%
925
+75
161
$69K 0.01%
+1,445
162
$68K 0.01%
640
+560
163
$65K 0.01%
1,800
-40
164
$65K 0.01%
4,182
-348
165
$65K 0.01%
+2,024
166
$65K 0.01%
+1,120
167
$64K 0.01%
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168
$64K 0.01%
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169
$64K 0.01%
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170
$63K 0.01%
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171
$63K 0.01%
+380
172
$63K 0.01%
+380
173
$62K 0.01%
+367
174
$62K 0.01%
919
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175
$62K 0.01%
+2,540
5 6
7
8 9