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
$2.11B
AUM Growth
+$390M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$83.9M
3
+$64.3M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$46.8M
5
BBD icon
Banco Bradesco
BBD
+$37M

Top Sells

1
+$79.2M
2
+$15.3M
3
+$11.3M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$11.3M
5
ITUB icon
Itaú Unibanco
ITUB
+$8.3M

Sector Composition

1 Financials 20.93%
2 Energy 9.08%
3 Communication Services 8.6%
4 Materials 4.95%
5 Industrials 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$291K 0.01%
1,812
+1,516
152
$289K 0.01%
2,709
-738
153
$285K 0.01%
7,336
-71
154
$284K 0.01%
12,132
+1,744
155
$277K 0.01%
4,112
-58
156
$274K 0.01%
5,200
157
$274K 0.01%
18,046
+38
158
$274K 0.01%
1,518
+107
159
$269K 0.01%
+3,159
160
$266K 0.01%
7,125
+64
161
$260K 0.01%
5,326
+1,907
162
$259K 0.01%
5,584
+2,958
163
$258K 0.01%
7,315
-28
164
$257K 0.01%
9,625
+250
165
$253K 0.01%
3,955
+181
166
$252K 0.01%
2,908
+80
167
$248K 0.01%
1,707
-220
168
$246K 0.01%
+2,659
169
$245K 0.01%
894
+222
170
$244K 0.01%
+1,449
171
$243K 0.01%
+2,995
172
$241K 0.01%
1,193
+76
173
$234K 0.01%
6,019
+1,670
174
$230K 0.01%
6,900
+4,356
175
$225K 0.01%
+5,287
5 6
7
8 9