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
201
$51K 0.01%
+274
202
$51K 0.01%
+215
203
$49K 0.01%
+2,724
204
$49K 0.01%
+583
205
$48K 0.01%
540
-670
206
$48K 0.01%
433
207
$48K 0.01%
676
-884
208
$47K 0.01%
478
-312
209
$47K 0.01%
520
-130
210
$47K 0.01%
+1,103
211
$47K 0.01%
+850
212
$47K 0.01%
+450
213
$47K 0.01%
+292
214
$46K 0.01%
+1,970
215
$46K 0.01%
+906
216
$46K 0.01%
1,300
-1,480
217
$46K 0.01%
+567
218
$46K 0.01%
1,072
+420
219
$46K 0.01%
+555
220
$46K 0.01%
700
-140
221
$45K 0.01%
376
-167
222
$45K 0.01%
+472
223
$45K 0.01%
1,130
+370
224
$44K 0.01%
650
-710
225
$44K 0.01%
+970
7 8
9
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