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
$2.59B
AUM Growth
-$616M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$106M
3
+$88.6M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$58.2M
5
FMX icon
Fomento Económico Mexicano
FMX
+$54.5M

Top Sells

1
+$236M
2
+$200M
3
+$183M
4
AMX icon
America Movil
AMX
+$83.1M
5
SCCO icon
Southern Copper
SCCO
+$50.5M

Sector Composition

1 Financials 13.58%
2 Technology 10.81%
3 Energy 10.22%
4 Consumer Staples 8.72%
5 Consumer Discretionary 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAT icon
176
Caterpillar
CAT
$263B
$111K ﹤0.01%
+337
MCO icon
177
Moody's
MCO
$87.2B
$105K ﹤0.01%
+225
AMAT icon
178
Applied Materials
AMAT
$189B
$102K ﹤0.01%
704
-74,941
WM icon
179
Waste Management
WM
$80.9B
$97K ﹤0.01%
417
-1
LCID icon
180
Lucid Motors
LCID
$5.2B
$96K ﹤0.01%
3,958
+3,539
ANET icon
181
Arista Networks
ANET
$179B
$94K ﹤0.01%
+1,210
LIN icon
182
Linde
LIN
$195B
$94K ﹤0.01%
202
-202
RIVN icon
183
Rivian
RIVN
$17.1B
$94K ﹤0.01%
7,586
+6,342
ADSK icon
184
Autodesk
ADSK
$64.3B
$92K ﹤0.01%
352
+145
APO icon
185
Apollo Global Management
APO
$76.2B
$91K ﹤0.01%
+666
EQIX icon
186
Equinix
EQIX
$80.6B
$91K ﹤0.01%
111
-1
GILD icon
187
Gilead Sciences
GILD
$152B
$91K ﹤0.01%
809
LOW icon
188
Lowe's Companies
LOW
$132B
$91K ﹤0.01%
+392
REGN icon
189
Regeneron Pharmaceuticals
REGN
$66.4B
$91K ﹤0.01%
143
-10
APD icon
190
Air Products & Chemicals
APD
$53.2B
$90K ﹤0.01%
304
-1
FTNT icon
191
Fortinet
FTNT
$65B
$89K ﹤0.01%
920
-105
MCK icon
192
McKesson
MCK
$105B
$87K ﹤0.01%
130
-14
WOR icon
193
Worthington Enterprises
WOR
$2.74B
$85K ﹤0.01%
1,690
-6
KLAC icon
194
KLA
KLAC
$160B
$83K ﹤0.01%
122
+32
FTI icon
195
TechnipFMC
FTI
$17.1B
$82K ﹤0.01%
2,597
-9
GTLS icon
196
Chart Industries
GTLS
$8.97B
$81K ﹤0.01%
562
-2
MMM icon
197
3M
MMM
$85.9B
$80K ﹤0.01%
+544
EA icon
198
Electronic Arts
EA
$50.1B
$79K ﹤0.01%
548
-7,209
EVEX icon
199
Eve Holding
EVEX
$1.19B
$79K ﹤0.01%
+23,748
SHEL icon
200
Shell
SHEL
$215B
$79K ﹤0.01%
1,074
-3
6 7
8
9 10