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
151
$190K 0.01%
886
+331
152
$190K 0.01%
4,526
+1,627
153
$180K 0.01%
+3,991
154
$180K 0.01%
1,284
+46
155
$179K 0.01%
886
+124
156
$175K 0.01%
10,630
-4,680
157
$167K 0.01%
2,235
-1,478
158
$162K 0.01%
434
+15
159
$156K 0.01%
2,225
-2,931
160
$155K 0.01%
3,500
-1,025
161
$154K 0.01%
1,065
-18,411
162
$148K 0.01%
1,897
+1,686
163
$145K 0.01%
958
-434
164
$135K 0.01%
4,913
-220,987
165
$134K 0.01%
881
166
$131K 0.01%
1,089
+193
167
$127K 0.01%
597
+239
168
$127K 0.01%
750
-3
169
$127K 0.01%
+1,461
170
$125K 0.01%
3,757
+273
171
$124K 0.01%
6,116
-25
172
$124K 0.01%
875
-222
173
$123K 0.01%
972
-2,294
174
$119K 0.01%
2,376
-282
175
$117K 0.01%
1,711
-8
5 6
7
8 9