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
176
$62K 0.01%
932
+212
177
$61K 0.01%
+2,800
178
$60K 0.01%
1,090
-790
179
$60K 0.01%
+7,248
180
$60K 0.01%
740
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181
$60K 0.01%
+1,106
182
$60K 0.01%
980
-910
183
$58K 0.01%
+452
184
$57K 0.01%
+777
185
$57K 0.01%
+539
186
$57K 0.01%
1,633
+1,343
187
$56K 0.01%
370
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188
$55K 0.01%
+1,492
189
$55K 0.01%
+900
190
$55K 0.01%
2,280
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191
$55K 0.01%
590
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192
$53K 0.01%
+350
193
$52K 0.01%
+630
194
$52K 0.01%
+1,090
195
$52K 0.01%
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196
$52K 0.01%
220
-70
197
$51K 0.01%
+345
198
$51K 0.01%
570
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199
$51K 0.01%
320
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200
$51K 0.01%
+1,042
6 7
8
9 10