IUHSA

Itau Unibanco Holding S.A. Portfolio holdings

AUM $2.94B
1-Year Est. Return 24.79%
This Quarter Est. Return
1 Year Est. Return
+24.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.93B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$88.9M
2
+$83.6M
3
+$39.2M
4
VALE icon
Vale
VALE
+$25.2M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$19.5M

Top Sells

1
+$207M
2
+$37.4M
3
+$35M
4
PBR.A icon
Petrobras Class A
PBR.A
+$21.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$19.6M

Sector Composition

1 Communication Services 14.76%
2 Financials 9.76%
3 Materials 8.54%
4 Consumer Discretionary 7.04%
5 Technology 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-44,000
177
– –
0
178
– –
-99,917
179
– –
-48,000
180
– –
-11,800
4 5 6 7
8