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
$813M
AUM Growth
-$62.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$41.3M
2
+$30.4M
3
+$26M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14.3M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$10.5M

Top Sells

1
+$70.2M
2
+$29.8M
3
+$23.1M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$13M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$10.3M

Sector Composition

1 Financials 15.22%
2 Consumer Staples 11.37%
3 Energy 10.79%
4 Materials 3.88%
5 Communication Services 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$64K 0.01%
4,749
+1,807
177
$63K 0.01%
+2,230
178
$63K 0.01%
+2,570
179
$62K 0.01%
2,700
-1,620
180
$62K 0.01%
+840
181
$61K 0.01%
+1,280
182
$61K 0.01%
+3,360
183
$60K 0.01%
+543
184
$60K 0.01%
520
-550
185
$59K 0.01%
+890
186
$59K 0.01%
+790
187
$59K 0.01%
+870
188
$58K 0.01%
366
+31
189
$58K 0.01%
+1,650
190
$57K 0.01%
850
-1,100
191
$57K 0.01%
+1,640
192
$56K 0.01%
+650
193
$55K 0.01%
390
-450
194
$54K 0.01%
+4,530
195
$53K 0.01%
590
-880
196
$51K 0.01%
1,440
-290
197
$50K 0.01%
+4,120
198
$50K 0.01%
+370
199
$49K 0.01%
1,692
-1,400
200
$49K 0.01%
+630
6 7
8
9 10