IUHSA
Itau Unibanco Holding S.A. Portfolio holdings
AUM
$2.63B
This Quarter Return
+0.86%
1 Year Return
+21.65%
3 Year Return
+79.74%
5 Year Return
+135.75%
10 Year Return
–
AUM
$1.36B
AUM Growth
+$1.36B
(-38%)
Cap. Flow
-$834M
Cap. Flow
% of AUM
-61.18%
Top 10 Holdings %
Top 10 Hldgs %
63.5%
Holding
192
New
41
Increased
35
Reduced
43
Closed
54
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$136M |
| 2 |
Meta Platforms (Facebook)
META
|
$56.3M |
| 3 |
Walt Disney
DIS
|
$45.5M |
| 4 |
Apple
AAPL
|
$33.4M |
| 5 |
Petrobras Class A
PBR.A
|
$31.9M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$353M |
| 2 |
America Movil
AMX
|
$94.4M |
| 3 |
Banco Bradesco
BBD
|
$79.7M |
| 4 |
Vanguard FTSE Europe ETF
VGK
|
$68.8M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
$62.1M |
Sector Composition
| 1 | Communication Services | 14.06% |
| 2 | Energy | 13.43% |
| 3 | Technology | 8.82% |
| 4 | Consumer Discretionary | 6.96% |
| 5 | Financials | 6.09% |
